A detailed history of Srs Capital Advisors, Inc. transactions in Healthequity, Inc. stock. As of the latest transaction made, Srs Capital Advisors, Inc. holds 82 shares of HQY stock, worth $7,845. This represents 0.0% of its overall portfolio holdings.

Number of Shares
82
Previous 92 10.87%
Holding current value
$7,845
Previous $7,000 14.29%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024

SELL
$67.98 - $86.62 $679 - $866
-10 Reduced 10.87%
82 $6,000
Q2 2024

Aug 06, 2024

BUY
$75.85 - $86.94 $5,461 - $6,259
72 Added 360.0%
92 $7,000
Q4 2023

Feb 06, 2024

SELL
$62.44 - $76.13 $936 - $1,141
-15 Reduced 42.86%
20 $1,000
Q3 2023

Nov 14, 2023

BUY
$61.58 - $75.59 $738 - $907
12 Added 52.17%
35 $2,000
Q1 2023

May 16, 2023

BUY
$52.44 - $67.41 $157 - $202
3 Added 15.0%
23 $1,000
Q4 2021

Feb 08, 2022

BUY
$39.52 - $69.52 $790 - $1,390
20 New
20 $1,000

Others Institutions Holding HQY

About HEALTHEQUITY, INC.


  • Ticker HQY
  • Exchange NASDAQ
  • Sector Healthcare
  • Industry Health Information Services
  • Shares Outstandng 84,530,704
  • Market Cap $8.09B
  • Description
  • HealthEquity, Inc. provides technology-enabled services platforms to consumers and employers in the United States. The company offers cloud-based platforms for individuals to make health saving and spending decisions, pay healthcare bills, compare treatment options and prices, receive personalized benefit and clinical information, earn wellness ...
More about HQY
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