Sequoia Financial Advisors’s HealthEquity HQY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.11M	Buy	29,731 +13,086	+79%	+$1.37M	0.02%	373
2025 Q1	$1.47M	Buy	16,645 +2,281	+16%	+$202K	0.01%	506
2024 Q4	$1.38M	Buy	14,364 +1,050	+8%	+$101K	0.01%	494
2024 Q3	$1.09M	Buy	13,314 +303	+2%	+$24.8K	0.01%	513
2024 Q2	$1.12M	Buy	+13,011	New	+$1.12M	0.01%	460