Mesirow Financial Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $299K | Hold |
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|
2024
Q4 | $317K | Buy |
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|
2024
Q3 | $280K | Buy |
|
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $335K | Hold |
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|
2023
Q3 | $309K | Hold |
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|
2023
Q2 | $311K | Sell |
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|
2023
Q1 | $293K | Hold |
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|
2022
Q4 | $304K | Hold |
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|
2022
Q3 | $232K | Hold |
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|
2022
Q2 | $273K | Sell |
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|
2022
Q1 | $388K | Sell |
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|
2021
Q4 | $619K | Hold |
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|
2021
Q3 | $544K | Sell |
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|
2021
Q2 | $540K | Buy |
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|
2021
Q1 | $481K | Sell |
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|
2020
Q4 | $399K | Sell |
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|
2020
Q3 | $309K | Buy |
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|
2020
Q2 | $290K | Buy |
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|
2020
Q1 | $233K | Sell |
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|
2019
Q4 | $486K | Sell |
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|
2019
Q3 | $568K | Sell |
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|
2019
Q2 | $710K | Buy |
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|
2019
Q1 | $455K | Buy |
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|
2018
Q4 | $305K | Buy |
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|
2018
Q3 | $303K | Sell |
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|
2018
Q2 | $385K | Sell |
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|
2018
Q1 | $509K | Sell |
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|
2017
Q4 | $438K | Buy |
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|
2017
Q3 | $364K | Buy |
|