NFJ Investment Group’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 | $1.57M | Sell |
19,886
-124
| -0.6% | -$9.81K | 0.05% | 221 |
|
|
2025
Q1 | $1.46M | Sell |
20,010
-26,370
| -57% | -$1.92M | 0.05% | 225 |
|
|
2024
Q4 | $3.41M | Sell |
46,380
-2,266
| -5% | -$167K | 0.11% | 163 |
|
|
2024
Q3 | $3.21M | Sell |
48,646
-13,171
| -21% | -$869K | 0.09% | 177 |
|
|
2024
Q2 | $3.5M | Sell |
61,817
-7,602
| -11% | -$430K | 0.11% | 150 |
|
|
2024
Q1 | $3.5M | Sell |
69,419
-193
| -0.3% | -$9.74K | 0.1% | 162 |
|
|
2023
Q4 | $3.68M | Sell |
69,612
-31,628
| -31% | -$1.67M | 0.1% | 157 |
|
|
2023
Q3 | $4.67M | Buy |
101,240
+19,586
| +24% | +$903K | 0.14% | 119 |
|
|
2023
Q2 | $3.79M | Sell |
81,654
-443
| -0.5% | -$20.5K | 0.1% | 173 |
|
|
2023
Q1 | $3.41M | Sell |
82,097
-16,244
| -17% | -$674K | 0.09% | 199 |
|
|
2022
Q4 | $4.23M | Sell |
98,341
-28,383
| -22% | -$1.22M | 0.11% | 166 |
|
|
2022
Q3 | $9.97M | Buy |
126,724
+12,252
| +11% | +$964K | 0.26% | 138 |
|
|
2022
Q2 | $4.43M | Buy |
114,472
+64,180
| +128% | +$2.48M | 0.11% | 198 |
|
|
2022
Q1 | $2.76M | Sell |
50,292
-114
| -0.2% | -$6.26K | 0.06% | 259 |
|
|
2021
Q4 | $3.01M | Sell |
50,406
-3,748
| -7% | -$224K | 0.05% | 277 |
|
|
2021
Q3 | $2.84M | Sell |
54,154
-5,803
| -10% | -$305K | 0.06% | 281 |
|
|
2021
Q2 | $3.04M | Sell |
59,957
-9,377
| -14% | -$475K | 0.06% | 283 |
|
|
2021
Q1 | $3.14M | Buy |
+69,334
| New | +$3.14M | 0.06% | 278 |
|