Citigroup’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 | $3.59M | Sell |
45,366
-6,151
| -12% | -$487K | ﹤0.01% | 1633 |
|
|
2025
Q1 | $3.76M | Sell |
51,517
-4,856
| -9% | -$354K | ﹤0.01% | 1633 |
|
|
2024
Q4 | $4.15M | Buy |
56,373
+4,045
| +8% | +$298K | ﹤0.01% | 1577 |
|
|
2024
Q3 | $3.45M | Sell |
52,328
-3,900
| -7% | -$257K | ﹤0.01% | 1612 |
|
|
2024
Q2 | $3.18M | Buy |
56,228
+6,452
| +13% | +$365K | ﹤0.01% | 1441 |
|
|
2024
Q1 | $2.51M | Buy |
49,776
+5,814
| +13% | +$293K | ﹤0.01% | 1682 |
|
|
2023
Q4 | $2.33M | Buy |
43,962
+20,005
| +84% | +$1.06M | ﹤0.01% | 1534 |
|
|
2023
Q3 | $1.1M | Sell |
23,957
-18,419
| -43% | -$849K | ﹤0.01% | 1829 |
|
|
2023
Q2 | $1.96M | Buy |
42,376
+28,858
| +213% | +$1.34M | ﹤0.01% | 1708 |
|
|
2023
Q1 | $561K | Sell |
13,518
-5,461
| -29% | -$227K | ﹤0.01% | 2453 |
|
|
2022
Q4 | $817K | Buy |
18,979
+2,568
| +16% | +$111K | ﹤0.01% | 2199 |
|
|
2022
Q3 | $541K | Sell |
16,411
-3,133
| -16% | -$103K | ﹤0.01% | 2536 |
|
|
2022
Q2 | $756K | Sell |
19,544
-13,218
| -40% | -$511K | ﹤0.01% | 2293 |
|
|
2022
Q1 | $1.8M | Sell |
32,762
-1,762
| -5% | -$96.8K | ﹤0.01% | 1865 |
|
|
2021
Q4 | $2.06M | Buy |
34,524
+8,716
| +34% | +$520K | ﹤0.01% | 1954 |
|
|
2021
Q3 | $1.35M | Sell |
25,808
-6,877
| -21% | -$361K | ﹤0.01% | 2185 |
|
|
2021
Q2 | $1.66M | Buy |
32,685
+9,300
| +40% | +$471K | ﹤0.01% | 2239 |
|
|
2021
Q1 | $1.06M | Sell |
23,385
-523
| -2% | -$23.7K | ﹤0.01% | 2335 |
|
|
2020
Q4 | $874K | Buy |
23,908
+4,309
| +22% | +$158K | ﹤0.01% | 2263 |
|
|
2020
Q3 | $377K | Sell |
19,599
-7,363
| -27% | -$142K | ﹤0.01% | 2417 |
|
|
2020
Q2 | $490K | Buy |
26,962
+16,445
| +156% | +$299K | ﹤0.01% | 2581 |
|
|
2020
Q1 | $229K | Sell |
10,517
-11,649
| -53% | -$254K | ﹤0.01% | 2774 |
|
|
2019
Q4 | $810K | Sell |
22,166
-2,357
| -10% | -$86.1K | ﹤0.01% | 2336 |
|
|
2019
Q3 | $800K | Buy |
24,523
+1,067
| +5% | +$34.8K | ﹤0.01% | 2273 |
|
|
2019
Q2 | $657K | Buy |
23,456
+6,386
| +37% | +$179K | ﹤0.01% | 2480 |
|
|
2019
Q1 | $336K | Sell |
17,070
-8,951
| -34% | -$176K | ﹤0.01% | 2773 |
|
|
2018
Q4 | $504K | Buy |
26,021
+2,219
| +9% | +$43K | ﹤0.01% | 2499 |
|
|
2018
Q3 | $656K | Buy |
23,802
+20,394
| +598% | +$562K | ﹤0.01% | 2313 |
|
|
2018
Q2 | $110K | Sell |
3,408
-8,409
| -71% | -$271K | ﹤0.01% | 3358 |
|
|
2018
Q1 | $430K | Buy |
11,817
+1,734
| +17% | +$63.1K | ﹤0.01% | 2414 |
|
|
2017
Q4 | $311K | Sell |
10,083
-25,506
| -72% | -$787K | ﹤0.01% | 2696 |
|
|
2017
Q3 | $930K | Buy |
35,589
+19,638
| +123% | +$513K | ﹤0.01% | 1986 |
|
|
2017
Q2 | $473K | Buy |
15,951
+5,037
| +46% | +$149K | ﹤0.01% | 2454 |
|
|
2017
Q1 | $322K | Sell |
10,914
-14,112
| -56% | -$416K | ﹤0.01% | 2668 |
|
|
2016
Q4 | $859K | Buy |
25,026
+16,668
| +199% | +$572K | ﹤0.01% | 2498 |
|
|
2016
Q3 | $169K | Buy |
8,358
+4,047
| +94% | +$81.8K | ﹤0.01% | 3084 |
|
|
2016
Q2 | $73K | Sell |
4,311
-14,703
| -77% | -$249K | ﹤0.01% | 3507 |
|
|
2016
Q1 | $289K | Buy |
19,014
+11,916
| +168% | +$181K | ﹤0.01% | 3183 |
|
|
2015
Q4 | $108K | Buy |
7,098
+7,074
| +29,475% | +$108K | ﹤0.01% | 3535 |
|
|
2015
Q3 | $0 | Sell |
24
-3,723
| -99% | – | ﹤0.01% | 5230 |
|
|
2015
Q2 | $53K | Sell |
3,747
-2,790
| -43% | -$39.5K | ﹤0.01% | 3700 |
|
|
2015
Q1 | $87K | Buy |
6,537
+3,231
| +98% | +$43K | ﹤0.01% | 3488 |
|
|
2014
Q4 | $39K | Buy |
3,306
+2,664
| +415% | +$31.4K | ﹤0.01% | 4234 |
|
|
2014
Q3 | $8K | Buy |
642
+486
| +312% | +$6.06K | ﹤0.01% | 4718 |
|
|
2014
Q2 | $2K | Sell |
156
-2,586
| -94% | -$33.2K | ﹤0.01% | 5085 |
|
|
2014
Q1 | $41K | Sell |
2,742
-3,921
| -59% | -$58.6K | ﹤0.01% | 4088 |
|
|
2013
Q4 | $90K | Buy |
6,663
+3,426
| +106% | +$46.3K | ﹤0.01% | 3777 |
|
|
2013
Q3 | $41K | Buy |
+3,237
| New | +$41K | ﹤0.01% | 3804 |
|