Jackson Creek Investment 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
Q1 | – | Sell |
-25,947
| Closed | -$1.91M | – | 304 |
|
|
2024
Q4 | $1.91M | Sell |
25,947
-815
| -3% | -$60K | 0.57% | 18 |
|
|
2024
Q3 | $1.77M | Buy |
26,762
+5,852
| +28% | +$386K | 0.52% | 39 |
|
|
2024
Q2 | $1.18M | Sell |
20,910
-39
| -0.2% | -$2.21K | 0.43% | 65 |
|
|
2024
Q1 | $1.06M | Sell |
20,949
-42
| -0.2% | -$2.12K | 0.38% | 131 |
|
|
2023
Q4 | $1.11M | Hold |
20,991
| – | – | 0.43% | 67 |
|
|
2023
Q3 | $967K | Sell |
20,991
-17
| -0.1% | -$783 | 0.41% | 84 |
|
|
2023
Q2 | $974K | Buy |
+21,008
| New | +$974K | 0.39% | 98 |
|
|
2021
Q4 | – | Sell |
-24,462
| Closed | -$1.28M | – | 308 |
|
|
2021
Q3 | $1.28M | Buy |
24,462
+225
| +0.9% | +$11.8K | 0.48% | 36 |
|
|
2021
Q2 | $1.23M | Sell |
24,237
-2,919
| -11% | -$148K | 0.46% | 51 |
|
|
2021
Q1 | $1.23M | Sell |
27,156
-806
| -3% | -$36.5K | 0.43% | 74 |
|
|
2020
Q4 | $1.02M | Sell |
27,962
-16,301
| -37% | -$596K | 0.4% | 103 |
|
|
2020
Q3 | $851K | Buy |
+44,263
| New | +$851K | 0.39% | 96 |
|