Amalgamated Bank’s Pathward Financial CASH Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$535K Sell
6,757
-89
-1% -$7.05K ﹤0.01% 1251
2025
Q1
$499K Sell
6,846
-406
-6% -$29.6K ﹤0.01% 1253
2024
Q4
$534K Sell
7,252
-199
-3% -$14.7K ﹤0.01% 1271
2024
Q3
$492K Sell
7,451
-299
-4% -$19.7K ﹤0.01% 1306
2024
Q2
$438K Sell
7,750
-81
-1% -$4.58K ﹤0.01% 1348
2024
Q1
$395K Sell
7,831
-2,293
-23% -$116K ﹤0.01% 1400
2023
Q4
$536K Sell
10,124
-682
-6% -$36.1K ﹤0.01% 1413
2023
Q3
$498K Sell
10,806
-549
-5% -$25.3K ﹤0.01% 1412
2023
Q2
$526K Sell
11,355
-593
-5% -$27.5K ﹤0.01% 1411
2023
Q1
$496K Sell
11,948
-1,446
-11% -$60K ﹤0.01% 1429
2022
Q4
$577K Sell
13,394
-82
-0.6% -$3.53K 0.01% 1402
2022
Q3
$444K Sell
13,476
-38
-0.3% -$1.25K ﹤0.01% 1485
2022
Q2
$523K Sell
13,514
-124
-0.9% -$4.8K ﹤0.01% 1441
2022
Q1
$749K Sell
13,638
-1,702
-11% -$93.5K 0.01% 1352
2021
Q4
$915K Sell
15,340
-219
-1% -$13.1K 0.01% 1287
2021
Q3
$817K Sell
15,559
-713
-4% -$37.4K 0.01% 1346
2021
Q2
$824K Buy
+16,272
New +$824K 0.01% 1380
2020
Q1
Sell
-6,671
Closed -$244K 1693
2019
Q4
$244K Buy
6,671
+393
+6% +$14.4K ﹤0.01% 1533
2019
Q3
$205K Buy
+6,278
New +$205K ﹤0.01% 1532