LGT Financial Advisors’s Pathward Financial CASH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-293
| Closed | -$21.6K | – | 364 |
|
|
2024
Q4 | $21.6K | Hold |
293
| – | – | 0.05% | 297 |
|
|
2024
Q3 | $19.3K | Hold |
293
| – | – | 0.05% | 290 |
|
|
2024
Q2 | $16.6K | Hold |
293
| – | – | 0.04% | 354 |
|
|
2024
Q1 | $14.8K | Hold |
293
| – | – | 0.02% | 421 |
|
|
2023
Q4 | $15.5K | Sell |
293
-15
| -5% | -$794 | 0.02% | 396 |
|
|
2023
Q3 | $14.2K | Buy |
+308
| New | +$14.2K | 0.02% | 411 |
|