BOK Financial’s Pathward Financial CASH Stock Holding History

BOK Financial’s Portfolio CASH Stock Details CASH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$904K	Sell
2025 Q2	$969K	Sell
2025 Q1	$977K	Sell
2024 Q4	$995K	Sell
2024 Q3	$1M	Buy
2024 Q2	$588K	Sell
2024 Q1	$566K	Buy
2023 Q4	$257K	Buy
2022 Q3	–	Sell
2022 Q2	$782K	Buy