Jones Financial Companies’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
$2.41K Sell
30
-16
-35% -$1.28K ﹤0.01% 3403
2025
Q1
$3.35K Buy
46
+21
+84% +$1.53K ﹤0.01% 3095
2024
Q4
$1.84K Hold
25
﹤0.01% 3022
2024
Q3
$1.63K Buy
+25
New +$1.63K ﹤0.01% 2714