Atria Investments’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 | $252K | Buy |
3,180
+65
| +2% | +$5.14K | ﹤0.01% | 1797 |
|
|
2025
Q1 | $227K | Sell |
3,115
-237
| -7% | -$17.3K | ﹤0.01% | 1761 |
|
|
2024
Q4 | $247K | Sell |
3,352
-1,368
| -29% | -$101K | ﹤0.01% | 1692 |
|
|
2024
Q3 | $312K | Buy |
4,720
+92
| +2% | +$6.07K | ﹤0.01% | 1606 |
|
|
2024
Q2 | $262K | Buy |
+4,628
| New | +$262K | ﹤0.01% | 1667 |
|