IFP 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 | – | Hold |
0
| – | -$219 | – | 4058 |
|
|
2025
Q1 | – | Hold |
0
| – | -$221 | – | 3642 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 3687 |
|
|
2023
Q1 | – | Sell |
-480
| Closed | -$54K | – | 3520 |
|
|
2022
Q4 | $54K | Sell |
480
-6
| -1% | -$675 | ﹤0.01% | 2176 |
|
|
2022
Q3 | $68K | Buy |
486
+109
| +29% | +$15.3K | ﹤0.01% | 2139 |
|
|
2022
Q2 | $56K | Hold |
377
| – | – | ﹤0.01% | 2077 |
|
|
2022
Q1 | $56K | Buy |
+377
| New | +$56K | ﹤0.01% | 2077 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3495 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3217 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3137 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3057 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 2939 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 2822 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 2828 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 2919 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3122 |
|