Harbor Capital 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 | $753K | Buy |
9,523
+438
| +5% | +$34.6K | 0.03% | 476 |
|
2025
Q1 | $663K | Buy |
9,085
+2,419
| +36% | +$177K | 0.03% | 494 |
|
2024
Q4 | $490K | Sell |
6,666
-827
| -11% | -$60.8K | 0.02% | 560 |
|
2024
Q3 | $495K | Buy |
7,493
+74
| +1% | +$4.89K | 0.02% | 575 |
|
2024
Q2 | $420K | Buy |
7,419
+397
| +6% | +$22.5K | 0.03% | 559 |
|
2024
Q1 | $354K | Buy |
+7,022
| New | +$354K | 0.05% | 485 |
|