USA Financial Formulas’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	-199	Closed	-$17.6K	–	297
2025 Q1	$17.6K	Buy	+199	New	+$17.6K	﹤0.01%	245
2024 Q2	–	Sell	-303	Closed	-$24.7K	–	337
2024 Q1	$24.7K	Buy	+303	New	+$24.7K	﹤0.01%	263