Clear Harbor Asset Management’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
Q3 | $243K | Sell |
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|
2025
Q2 | $518K | Sell |
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|
2025
Q1 | $694K | Sell |
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|
2024
Q4 | $704K | Sell |
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|
2024
Q3 | $683K | Buy |
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|
2024
Q2 | $584K | Sell |
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|
2024
Q1 | $522K | Hold |
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|
2023
Q4 | $548K | Sell |
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|
2023
Q3 | $523K | Buy |
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|
2023
Q2 | $440K | Sell |
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|
2023
Q1 | $404K | Sell |
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|
2022
Q4 | $593K | Buy |
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|
2022
Q3 | $447K | Sell |
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|
2022
Q2 | $533K | Buy |
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|
2022
Q1 | $708K | Sell |
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|
2021
Q4 | $791K | Sell |
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|
2021
Q3 | $717K | Buy |
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|
2021
Q2 | $669K | Hold |
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|
2021
Q1 | $599K | Sell |
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|
2020
Q4 | $501K | Sell |
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|
2020
Q3 | $308K | Buy |
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|
2020
Q2 | $213K | Hold |
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|
2020
Q1 | $255K | Buy |
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|
2019
Q4 | $417K | Buy |
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|
2019
Q3 | $372K | Buy |
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|
2019
Q2 | $290K | Buy |
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