Mattson Financial Services’s HealthEquity HQY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,988	Closed	-$176K	–	237
2025 Q1	$176K	Buy	1,988 +267	+16%	+$23.6K	0.05%	148
2024 Q4	$141K	Sell	1,721 -3,743	-69%	-$306K	0.04%	139
2024 Q3	$471K	Sell	5,464 -72	-1%	-$6.21K	0.17%	125
2024 Q2	$477K	Buy	+5,536	New	+$477K	0.17%	125