Kennedy Capital Management’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 | $7.73M | Sell |
97,713
-2,704
| -3% | -$214K | 0.18% | 206 |
|
|
2025
Q1 | $7.33M | Buy |
100,417
+74,710
| +291% | +$5.45M | 0.18% | 206 |
|
|
2024
Q4 | $1.89M | Buy |
+25,707
| New | +$1.89M | 0.04% | 527 |
|
|
2022
Q3 | – | Sell |
-25,285
| Closed | -$978K | – | 612 |
|
|
2022
Q2 | $978K | Sell |
25,285
-95,795
| -79% | -$3.71M | 0.03% | 477 |
|
|
2022
Q1 | $6.65M | Sell |
121,080
-24,884
| -17% | -$1.37M | 0.16% | 240 |
|
|
2021
Q4 | $8.71M | Sell |
145,964
-3,786
| -3% | -$226K | 0.18% | 205 |
|
|
2021
Q3 | $7.86M | Buy |
149,750
+46,344
| +45% | +$2.43M | 0.18% | 214 |
|
|
2021
Q2 | $5.24M | Buy |
+103,406
| New | +$5.24M | 0.11% | 347 |
|