BOK Financial’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 | $969K | Sell |
12,242
-1,152
| -9% | -$91.1K | 0.02% | 450 |
|
|
2025
Q1 | $977K | Sell |
13,394
-383
| -3% | -$27.9K | 0.02% | 438 |
|
|
2024
Q4 | $995K | Sell |
13,777
-1,715
| -11% | -$124K | 0.02% | 440 |
|
|
2024
Q3 | $1M | Buy |
15,492
+5,093
| +49% | +$330K | 0.02% | 439 |
|
|
2024
Q2 | $588K | Sell |
10,399
-884
| -8% | -$50K | 0.01% | 571 |
|
|
2024
Q1 | $566K | Buy |
11,283
+6,423
| +132% | +$322K | 0.01% | 561 |
|
|
2023
Q4 | $257K | Buy |
+4,860
| New | +$257K | 0.01% | 635 |
|
|
2022
Q3 | – | Sell |
-20,226
| Closed | -$782K | – | 897 |
|
|
2022
Q2 | $782K | Buy |
+20,226
| New | +$782K | 0.02% | 579 |
|