First Citizens Bank & Trust’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 | $516K | Buy |
6,523
+3,285
| +101% | +$260K | 0.01% | 426 |
|
|
2025
Q1 | $236K | Buy |
+3,238
| New | +$236K | 0.01% | 441 |
|
|
2022
Q2 | – | Sell |
-3,788
| Closed | -$208K | – | 404 |
|
|
2022
Q1 | $208K | Sell |
3,788
-926
| -20% | -$50.8K | 0.01% | 407 |
|
|
2021
Q4 | $281K | Sell |
4,714
-1,596
| -25% | -$95.1K | 0.01% | 317 |
|
|
2021
Q3 | $331K | Buy |
+6,310
| New | +$331K | 0.02% | 269 |
|