Janney Montgomery Scott’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 | $411K | Buy |
+5,189
| New | +$411K | ﹤0.01% | 2150 |
|
|
2024
Q3 | – | Sell |
-9,503
| Closed | -$538K | – | 2679 |
|
|
2024
Q2 | $538K | Buy |
+9,503
| New | +$538K | ﹤0.01% | 1828 |
|
|
2024
Q1 | – | Sell |
-9,481
| Closed | -$502K | – | 2734 |
|
|
2023
Q4 | $502K | Buy |
9,481
+101
| +1% | +$5.35K | ﹤0.01% | 1891 |
|
|
2023
Q3 | $432K | Buy |
9,380
+1,278
| +16% | +$58.9K | ﹤0.01% | 1879 |
|
|
2023
Q2 | $376K | Buy |
8,102
+1,896
| +31% | +$88K | ﹤0.01% | 2072 |
|
|
2023
Q1 | $257K | Buy |
+6,206
| New | +$257K | ﹤0.01% | 2138 |
|
|
2020
Q4 | – | Sell |
-17,443
| Closed | -$335K | – | 2224 |
|
|
2020
Q3 | $335K | Buy |
17,443
+2,238
| +15% | +$43K | ﹤0.01% | 1637 |
|
|
2020
Q2 | $276K | Buy |
+15,205
| New | +$276K | ﹤0.01% | 1668 |
|