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Optimize Financial’s HealthEquity HQY Stock Holding History

Optimize Financial’s Portfolio HQY Stock Details HQY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,772
Closed -$266K – 250
2024
Q4 		$266K Buy
+2,772
New +$266K 0.2% 158