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LRI Investments’s Pathward Financial CASH Stock Holding History

LRI Investments’s Portfolio CASH Stock Details CASH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$6.53K Hold
83
– – ﹤0.01% 941
2025
Q1 		$6.02K Hold
83
– – ﹤0.01% 896
2024
Q4 		$6.07K Hold
83
– – ﹤0.01% 885
2024
Q3 		$6.61K Hold
83
– – ﹤0.01% 872
2024
Q2 		$4.67K Buy
+83
New +$4.67K ﹤0.01% 914