Csenge Advisory Group’s Pathward Financial CASH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $582K | Hold |
7,454
| – | – | 0.03% | 388 |
|
|
2025
Q1 | $524K | Buy |
7,454
+10
| +0.1% | +$703 | 0.03% | 385 |
|
|
2024
Q4 | $548K | Hold |
7,444
| – | – | 0.03% | 404 |
|
|
2024
Q3 | $551K | Sell |
7,444
-2,275
| -23% | -$168K | 0.03% | 400 |
|
|
2024
Q2 | $550K | Buy |
9,719
+10
| +0.1% | +$566 | 0.03% | 379 |
|
|
2024
Q1 | $490K | Sell |
9,709
-4,125
| -30% | -$208K | 0.03% | 437 |
|
|
2023
Q4 | $732K | Buy |
13,834
+16
| +0.1% | +$847 | 0.05% | 312 |
|
|
2023
Q3 | $637K | Buy |
13,818
+14
| +0.1% | +$645 | 0.04% | 310 |
|
|
2023
Q2 | $640K | Sell |
13,804
-3,976
| -22% | -$184K | 0.04% | 316 |
|
|
2023
Q1 | $738K | Sell |
17,780
-1,477
| -8% | -$61.3K | 0.05% | 264 |
|
|
2022
Q4 | $829K | Buy |
19,257
+29
| +0.2% | +$1.25K | 0.06% | 245 |
|
|
2022
Q3 | $634K | Buy |
19,228
+25
| +0.1% | +$824 | 0.05% | 285 |
|
|
2022
Q2 | $743K | Buy |
19,203
+15,100
| +368% | +$584K | 0.06% | 265 |
|
|
2022
Q1 | $225K | Buy |
+4,103
| New | +$225K | 0.02% | 570 |
|
|
2018
Q4 | – | Sell |
-27
| Closed | – | – | 388 |
|
|
2018
Q3 | $0 | Buy |
+27
| New | – | ﹤0.01% | 1100 |
|