Federated Hermes’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 | $73.6K | Buy |
930
+76
| +9% | +$6.01K | ﹤0.01% | 1607 |
|
|
2025
Q1 | $62.3K | Buy |
854
+94
| +12% | +$6.86K | ﹤0.01% | 1616 |
|
|
2024
Q4 | $55.9K | Sell |
760
-145
| -16% | -$10.7K | ﹤0.01% | 1643 |
|
|
2024
Q3 | $59.7K | Buy |
905
+237
| +35% | +$15.6K | ﹤0.01% | 1626 |
|
|
2024
Q2 | $37.8K | Sell |
668
-29
| -4% | -$1.64K | ﹤0.01% | 1641 |
|
|
2024
Q1 | $35.2K | Buy |
697
+602
| +634% | +$30.4K | ﹤0.01% | 1652 |
|
|
2023
Q4 | $5.03K | Buy |
95
+7
| +8% | +$370 | ﹤0.01% | 1851 |
|
|
2023
Q3 | $4.06K | Buy |
88
+4
| +5% | +$184 | ﹤0.01% | 1909 |
|
|
2023
Q2 | $3.89K | Hold |
84
| – | – | ﹤0.01% | 1926 |
|
|
2023
Q1 | $3.49K | Hold |
84
| – | – | ﹤0.01% | 1967 |
|
|
2022
Q4 | $3.62K | Hold |
84
| – | – | ﹤0.01% | 1957 |
|
|
2022
Q3 | $3K | Buy |
84
+23
| +38% | +$821 | ﹤0.01% | 1929 |
|
|
2022
Q2 | $2K | Sell |
61
-9
| -13% | -$295 | ﹤0.01% | 1968 |
|
|
2022
Q1 | $4K | Sell |
70
-280
| -80% | -$16K | ﹤0.01% | 1970 |
|
|
2021
Q4 | $21K | Sell |
350
-2,303
| -87% | -$138K | ﹤0.01% | 1871 |
|
|
2021
Q3 | $139K | Sell |
2,653
-189
| -7% | -$9.9K | ﹤0.01% | 1725 |
|
|
2021
Q2 | $144K | Sell |
2,842
-1,516
| -35% | -$76.8K | ﹤0.01% | 1727 |
|
|
2021
Q1 | $197K | Buy |
4,358
+144
| +3% | +$6.51K | ﹤0.01% | 1695 |
|
|
2020
Q4 | $154K | Sell |
4,214
-467
| -10% | -$17.1K | ﹤0.01% | 1703 |
|
|
2020
Q3 | $90K | Sell |
4,681
-177,348
| -97% | -$3.41M | ﹤0.01% | 1740 |
|
|
2020
Q2 | $3.31M | Buy |
182,029
+181,513
| +35,177% | +$3.3M | 0.01% | 823 |
|
|
2020
Q1 | $11K | Sell |
516
-664
| -56% | -$14.2K | ﹤0.01% | 1854 |
|
|
2019
Q4 | $43K | Sell |
1,180
-2,275
| -66% | -$82.9K | ﹤0.01% | 1752 |
|
|
2019
Q3 | $113K | Buy |
3,455
+1,434
| +71% | +$46.9K | ﹤0.01% | 1644 |
|
|
2019
Q2 | $57K | Buy |
2,021
+1,728
| +590% | +$48.7K | ﹤0.01% | 1656 |
|
|
2019
Q1 | $6K | Sell |
293
-31
| -10% | -$635 | ﹤0.01% | 1945 |
|
|
2018
Q4 | $6K | Sell |
324
-321
| -50% | -$5.94K | ﹤0.01% | 1943 |
|
|
2018
Q3 | $18K | Sell |
645
-40,320
| -98% | -$1.13M | ﹤0.01% | 1861 |
|
|
2018
Q2 | $1.33M | Sell |
40,965
-20,886
| -34% | -$678K | ﹤0.01% | 1183 |
|
|
2018
Q1 | $2.25M | Sell |
61,851
-26,763
| -30% | -$974K | 0.01% | 915 |
|
|
2017
Q4 | $2.74M | Sell |
88,614
-1,410
| -2% | -$43.6K | 0.01% | 817 |
|
|
2017
Q3 | $2.35M | Buy |
90,024
+2,001
| +2% | +$52.3K | 0.01% | 840 |
|
|
2017
Q2 | $2.61M | Sell |
88,023
-22,101
| -20% | -$656K | 0.01% | 798 |
|
|
2017
Q1 | $3.25M | Sell |
110,124
-12,375
| -10% | -$365K | 0.01% | 722 |
|
|
2016
Q4 | $4.2M | Buy |
122,499
+67,146
| +121% | +$2.3M | 0.01% | 607 |
|
|
2016
Q3 | $1.12M | Buy |
55,353
+24,525
| +80% | +$495K | ﹤0.01% | 1068 |
|
|
2016
Q2 | $524K | Buy |
30,828
+3,642
| +13% | +$61.9K | ﹤0.01% | 1265 |
|
|
2016
Q1 | $413K | Sell |
27,186
-12,546
| -32% | -$191K | ﹤0.01% | 1327 |
|
|
2015
Q4 | $608K | Sell |
39,732
-60,021
| -60% | -$918K | ﹤0.01% | 1233 |
|
|
2015
Q3 | $1.39M | Buy |
99,753
+6,249
| +7% | +$87K | ﹤0.01% | 998 |
|
|
2015
Q2 | $1.34M | Buy |
93,504
+89,229
| +2,087% | +$1.28M | ﹤0.01% | 1056 |
|
|
2015
Q1 | $57K | Buy |
+4,275
| New | +$57K | ﹤0.01% | 1655 |
|
|
2014
Q2 | – | Sell |
-5,685
| Closed | -$85K | – | 1965 |
|
|
2014
Q1 | $85K | Buy |
5,685
+2,790
| +96% | +$41.7K | ﹤0.01% | 1603 |
|
|
2013
Q4 | $39K | Buy |
+2,895
| New | +$39K | ﹤0.01% | 1661 |
|