Kennedy Capital Management’s Pathward Financial CASH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.21M	Sell	58,411 -39,352	-40%	-$3.43M	0.11%	287
2025 Q4	$6.94M	Sell	97,763 -372	-0.4%	-$26.7K	0.15%	226
2025 Q3	$7.26M	Buy	98,135 +422	+0.4%	+$32.9K	0.16%	225
2025 Q2	$7.73M	Sell	97,713 -2,704	-3%	-$207K	0.18%	206
2025 Q1	$7.33M	Buy	100,417 +74,710	+291%	+$5.7M	0.18%	206
2024 Q4	$1.89M	Buy	+25,707	New	+$1.96M	0.04%	527
2022 Q3	–	Sell	-25,285	Closed	-$978K	–	612
2022 Q2	$978K	Sell	25,285 -95,795	-79%	-$4.08M	0.03%	477
2022 Q1	$6.65M	Sell	121,080 -24,884	-17%	-$1.41M	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%	+$2.31M	0.18%	214
2021 Q2	$5.24M	Buy	+103,406	New	+$5.13M	0.11%	347