Ameritas Investment Partners’s Pathward Financial CASH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $190K | Sell |
2,401
-102
| -4% | -$8.07K | 0.01% | 1321 |
|
|
2025
Q1 | $183K | Hold |
2,503
| – | – | 0.01% | 1315 |
|
|
2024
Q4 | $184K | Hold |
2,503
| – | – | 0.01% | 1379 |
|
|
2024
Q3 | $165K | Hold |
2,503
| – | – | 0.01% | 1447 |
|
|
2024
Q2 | $142K | Sell |
2,503
-227
| -8% | -$12.8K | ﹤0.01% | 1501 |
|
|
2024
Q1 | $138K | Hold |
2,730
| – | – | ﹤0.01% | 1535 |
|
|
2023
Q4 | $144K | Hold |
2,730
| – | – | 0.01% | 1482 |
|
|
2023
Q3 | $126K | Buy |
2,730
+450
| +20% | +$20.7K | 0.01% | 1494 |
|
|
2023
Q2 | $106K | Hold |
2,280
| – | – | ﹤0.01% | 1561 |
|
|
2023
Q1 | $94.6K | Hold |
2,280
| – | – | ﹤0.01% | 1569 |
|
|
2022
Q4 | $105K | Hold |
2,280
| – | – | ﹤0.01% | 1562 |
|
|
2022
Q3 | $75K | Hold |
2,280
| – | – | ﹤0.01% | 1699 |
|
|
2022
Q2 | $88K | Hold |
2,280
| – | – | ﹤0.01% | 1596 |
|
|
2022
Q1 | $125K | Sell |
2,280
-246
| -10% | -$13.5K | ﹤0.01% | 1484 |
|
|
2021
Q4 | $151K | Hold |
2,526
| – | – | 0.01% | 1418 |
|
|
2021
Q3 | $133K | Hold |
2,526
| – | – | ﹤0.01% | 1512 |
|
|
2021
Q2 | $128K | Hold |
2,526
| – | – | ﹤0.01% | 1569 |
|
|
2021
Q1 | $114K | Sell |
2,526
-343
| -12% | -$15.5K | ﹤0.01% | 1588 |
|
|
2020
Q4 | $105K | Sell |
2,869
-280
| -9% | -$10.2K | ﹤0.01% | 1561 |
|
|
2020
Q3 | $61K | Hold |
3,149
| – | – | ﹤0.01% | 1715 |
|
|
2020
Q2 | $57K | Hold |
3,149
| – | – | ﹤0.01% | 1746 |
|
|
2020
Q1 | $68K | Hold |
3,149
| – | – | ﹤0.01% | 1486 |
|
|
2019
Q4 | $115K | Hold |
3,149
| – | – | 0.01% | 1428 |
|
|
2019
Q3 | $103K | Hold |
3,149
| – | – | ﹤0.01% | 1450 |
|
|
2019
Q2 | $88K | Buy |
3,149
+788
| +33% | +$22K | ﹤0.01% | 1578 |
|
|
2019
Q1 | $46K | Hold |
2,361
| – | – | ﹤0.01% | 1923 |
|
|
2018
Q4 | $46K | Hold |
2,361
| – | – | ﹤0.01% | 1858 |
|
|
2018
Q3 | $65K | Hold |
2,361
| – | – | ﹤0.01% | 1833 |
|
|
2018
Q2 | $77K | Hold |
2,361
| – | – | ﹤0.01% | 1709 |
|
|
2018
Q1 | $86K | Hold |
2,361
| – | – | ﹤0.01% | 1581 |
|
|
2017
Q4 | $73K | Hold |
2,361
| – | – | ﹤0.01% | 1692 |
|
|
2017
Q3 | $55K | Hold |
2,361
| – | – | ﹤0.01% | 1836 |
|
|
2017
Q2 | $70K | Buy |
2,361
+438
| +23% | +$13K | ﹤0.01% | 1682 |
|
|
2017
Q1 | $57K | Buy |
+1,923
| New | +$57K | ﹤0.01% | 1759 |
|