Jump Financial’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 | – | Sell |
-6,055
| Closed | -$442K | – | 1810 |
|
|
2025
Q1 | $442K | Sell |
6,055
-1,716
| -22% | -$125K | 0.01% | 1119 |
|
|
2024
Q4 | $572K | Sell |
7,771
-11,581
| -60% | -$852K | 0.01% | 1014 |
|
|
2024
Q3 | $1.28M | Buy |
19,352
+1,225
| +7% | +$80.9K | 0.03% | 686 |
|
|
2024
Q2 | $1.03M | Buy |
18,127
+7,740
| +75% | +$438K | 0.02% | 802 |
|
|
2024
Q1 | $524K | Buy |
+10,387
| New | +$524K | 0.01% | 1151 |
|
|
2022
Q4 | – | Sell |
-9,702
| Closed | -$320K | – | 1599 |
|
|
2022
Q3 | $320K | Buy |
+9,702
| New | +$320K | 0.01% | 1113 |
|
|
2022
Q2 | – | Sell |
-4,300
| Closed | -$236K | – | 1645 |
|
|
2022
Q1 | $236K | Buy |
+4,300
| New | +$236K | 0.01% | 1210 |
|
|
2021
Q4 | – | Sell |
-4,100
| Closed | -$215K | – | 1404 |
|
|
2021
Q3 | $215K | Buy |
+4,100
| New | +$215K | 0.02% | 834 |
|