Farther Finance Advisors’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 | $13.5K | Sell |
171
-25
| -13% | -$1.98K | ﹤0.01% | 2905 |
|
|
2025
Q1 | $14.5K | Buy |
+196
| New | +$14.5K | ﹤0.01% | 2551 |
|
|
2024
Q3 | – | Sell |
-8
| Closed | -$458 | – | 4009 |
|
|
2024
Q2 | $458 | Hold |
8
| – | – | ﹤0.01% | 3300 |
|
|
2024
Q1 | $402 | Hold |
8
| – | – | ﹤0.01% | 3080 |
|
|
2023
Q4 | $423 | Buy |
+8
| New | +$423 | ﹤0.01% | 3019 |
|