HSBC Holdings’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 | $237K | Sell |
2,992
-48,595
| -94% | -$3.85M | ﹤0.01% | 2127 |
|
|
2025
Q1 | $3.76M | Buy |
51,587
+38,548
| +296% | +$2.81M | ﹤0.01% | 954 |
|
|
2024
Q4 | $967K | Buy |
13,039
+5,927
| +83% | +$440K | ﹤0.01% | 1465 |
|
|
2024
Q3 | $473K | Buy |
+7,112
| New | +$473K | ﹤0.01% | 1683 |
|
|
2024
Q1 | – | Sell |
-20,643
| Closed | -$1.11M | – | 2617 |
|
|
2023
Q4 | $1.11M | Buy |
+20,643
| New | +$1.11M | ﹤0.01% | 1356 |
|
|
2023
Q3 | – | Sell |
-24,781
| Closed | -$1.16M | – | 2183 |
|
|
2023
Q2 | $1.16M | Sell |
24,781
-624
| -2% | -$29.3K | ﹤0.01% | 1300 |
|
|
2023
Q1 | $1.04M | Sell |
25,405
-39,578
| -61% | -$1.63M | ﹤0.01% | 1379 |
|
|
2022
Q4 | $2.82M | Buy |
64,983
+9,580
| +17% | +$416K | ﹤0.01% | 1233 |
|
|
2022
Q3 | $1.86M | Buy |
55,403
+47,604
| +610% | +$1.6M | ﹤0.01% | 1275 |
|
|
2022
Q2 | $306K | Sell |
7,799
-66,215
| -89% | -$2.6M | ﹤0.01% | 2213 |
|
|
2022
Q1 | $4.09M | Buy |
74,014
+15,399
| +26% | +$850K | 0.01% | 1064 |
|
|
2021
Q4 | $3.51M | Buy |
58,615
+50,849
| +655% | +$3.04M | ﹤0.01% | 1134 |
|
|
2021
Q3 | $405K | Sell |
7,766
-15,212
| -66% | -$793K | ﹤0.01% | 1931 |
|
|
2021
Q2 | $1.17M | Buy |
22,978
+16,248
| +241% | +$824K | ﹤0.01% | 1343 |
|
|
2021
Q1 | $308K | Buy |
+6,730
| New | +$308K | ﹤0.01% | 1927 |
|
|
2019
Q3 | – | Sell |
-50,184
| Closed | -$1.41M | – | 2448 |
|
|
2019
Q2 | $1.41M | Buy |
50,184
+256
| +0.5% | +$7.18K | ﹤0.01% | 1160 |
|
|
2019
Q1 | $983K | Buy |
+49,928
| New | +$983K | ﹤0.01% | 1354 |
|