Cetera Investment Advisers’s Pathward Financial CASH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $545K | Sell |
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|
2025
Q1 | $575K | Buy |
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|
2024
Q4 | $449K | Buy |
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|
2024
Q3 | $392K | Buy |
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|
2024
Q2 | $269K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $262K | Hold |
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|
2022
Q2 | $307K | Hold |
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|
2022
Q1 | $436K | Hold |
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|
2021
Q4 | $474K | Buy |
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|
2021
Q3 | $216K | Hold |
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|
2021
Q2 | $208K | Buy |
|