HighTower Advisors’s Pathward Financial CASH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $375K | Sell |
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|
2025
Q1 | $358K | Buy |
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|
2024
Q4 | $348K | Sell |
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|
2024
Q3 | $397K | Buy |
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|
2024
Q2 | $318K | Buy |
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|
2024
Q1 | $236K | Buy |
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|
2023
Q4 | $248K | Buy |
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|
2023
Q3 | $213K | Buy |
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|
2023
Q2 | $212K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $382K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $200K | Buy |
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|
2021
Q4 | $217K | Buy |
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