Cynosure Group’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 | $764K | Buy |
9,657
+512
| +6% | +$40.5K | 0.09% | 123 |
|
|
2025
Q1 | $667K | Buy |
9,145
+1,034
| +13% | +$75.4K | 0.09% | 122 |
|
|
2024
Q4 | $597K | Sell |
8,111
-2,781
| -26% | -$205K | 0.09% | 108 |
|
|
2024
Q3 | $719K | Sell |
10,892
-3,242
| -23% | -$214K | 0.1% | 121 |
|
|
2024
Q2 | $800K | Buy |
14,134
+1,088
| +8% | +$61.5K | 0.13% | 97 |
|
|
2024
Q1 | $659K | Buy |
+13,046
| New | +$659K | 0.12% | 106 |
|