Connor, Clark & Lunn Investment Management (CC&L)’s Pathward Financial CASH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Buy |
14,205
+10,702
| +306% | +$847K | ﹤0.01% | 1017 |
|
|
2025
Q1 | $256K | Buy |
+3,503
| New | +$256K | ﹤0.01% | 1285 |
|
|
2024
Q3 | – | Sell |
-8,472
| Closed | -$479K | – | 1455 |
|
|
2024
Q2 | $479K | Buy |
+8,472
| New | +$479K | ﹤0.01% | 1065 |
|
|
2019
Q4 | – | Sell |
-33,000
| Closed | -$1.08M | – | 936 |
|
|
2019
Q3 | $1.08M | Sell |
33,000
-19,875
| -38% | -$648K | 0.01% | 530 |
|
|
2019
Q2 | $1.48M | Buy |
52,875
+10,650
| +25% | +$299K | 0.01% | 501 |
|
|
2019
Q1 | $831K | Buy |
+42,225
| New | +$831K | 0.01% | 564 |
|
|
2017
Q2 | – | Sell |
-22,650
| Closed | -$668K | – | 826 |
|
|
2017
Q1 | $668K | Buy |
22,650
+900
| +4% | +$26.5K | ﹤0.01% | 573 |
|
|
2016
Q4 | $746K | Buy |
+21,750
| New | +$746K | 0.01% | 537 |
|