HEALTHEQUITY INC

Ticker: HQY CUSIP: 42226A107 Class: EQTY

Allworth Financial LP's Holding History (CIK: 0001555170)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 706 Value ($000) $65 Avg Close $95.73 Range $87.58 - $105.96
Q3 2025
Shares 375 Value ($000) $36 Avg Close $94.11 Range $86.63 - $105.47
Q2 2025
Shares 747 Value ($000) $78 Avg Close $94.79 Range $74.07 - $116.65
Q1 2025
Shares 195 Value ($000) $17 Avg Close $102.56 Range $80.33 - $115.59
Q4 2024
Shares 162 Value ($000) $17 Avg Close $93.19 Range $76.85 - $105.82
Q3 2024
Shares 105 Value ($000) $9 Avg Close $77.16 Range $65.01 - $88.26
Q2 2024
Shares 117 Value ($000) $9 Avg Close $80.80 Range $74.75 - $87.72
Q1 2024
Shares 69 Value ($000) $6 Avg Close $78.08 Range $66.00 - $84.49
Q4 2023
Shares 47 Value ($000) $3 Avg Close $69.33 Range $61.81 - $76.62
Q3 2023
Shares 34 Value ($000) $2 Avg Close $67.56 Range $61.32 - $76.30
Q2 2023
Shares 21 Value ($000) $1 Avg Close $57.99 Range $48.86 - $67.78
Q1 2023
Shares 38 Value ($000) $2 Avg Close $60.73 Range $52.27 - $68.83
Q4 2022
Shares 35 Value ($000) $2 Avg Close $67.21 Range $57.38 - $79.20
Q3 2022
Shares 32 Value ($000) $2 Avg Close $63.29 Range $54.85 - $74.04
Q2 2022
Shares 4 Value ($000) $0 Avg Close $64.05 Range $53.10 - $72.70
Q1 2022
Shares 4 Value ($000) $0 Avg Close $54.00 Range $43.98 - $68.88
Q4 2020
Shares 22 Value ($000) $2 Avg Close $62.20 Range $49.09 - $75.72
Q3 2019
Shares 500 Value ($000) $29 Avg Close $66.37 Range $50.87 - $83.66
Q2 2019
Shares 500 Value ($000) $33 Avg Close $69.61 Range $61.66 - $78.90
Q1 2019
Shares 500 Value ($000) $37 Avg Close $70.30 Range $50.29 - $85.07
Q4 2018
Shares 500 Value ($000) $30 Avg Close $80.61 Range $53.19 - $101.58
Q3 2018
Shares 1,000 Value ($000) $94 Avg Close $86.15 Range $72.63 - $99.99
Q2 2018
Shares 1,000 Value ($000) $75 Avg Close $71.83 Range $59.50 - $82.04
Q1 2018
Shares 1,000 Value ($000) $61 Avg Close $54.14 Range $46.08 - $68.75
Q4 2017
Shares 1,000 Value ($000) $47 Avg Close $49.51 Range $42.92 - $55.31
Q3 2017
Shares 1,000 Value ($000) $51 Avg Close $46.55 Range $40.21 - $51.85
Q2 2017
Shares 1,000 Value ($000) $50 Avg Close $46.77 Range $41.50 - $54.95
Q1 2017
Shares 1,000 Value ($000) $42 Avg Close $44.25 Range $37.62 - $49.25