Nisa Investment 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
Q2 | $174K | Buy |
2,204
+170
| +8% | +$13.5K | ﹤0.01% | 1258 |
|
|
2025
Q1 | $148K | Hold |
2,034
| – | – | ﹤0.01% | 1300 |
|
|
2024
Q4 | $150K | Hold |
2,034
| – | – | ﹤0.01% | 1375 |
|
|
2024
Q3 | $134K | Sell |
2,034
-498
| -20% | -$32.9K | ﹤0.01% | 1369 |
|
|
2024
Q2 | $143K | Sell |
2,532
-3
| -0.1% | -$170 | ﹤0.01% | 1390 |
|
|
2024
Q1 | $128K | Hold |
2,535
| – | – | ﹤0.01% | 1406 |
|
|
2023
Q4 | $134K | Buy |
2,535
+500
| +25% | +$26.5K | ﹤0.01% | 1375 |
|
|
2023
Q3 | $93.8K | Sell |
2,035
-5
| -0.2% | -$230 | ﹤0.01% | 1520 |
|
|
2023
Q2 | $94.6K | Hold |
2,040
| – | – | ﹤0.01% | 1526 |
|
|
2023
Q1 | $85K | Sell |
2,040
-4
| -0.2% | -$167 | ﹤0.01% | 1550 |
|
|
2022
Q4 | $88K | Hold |
2,044
| – | – | ﹤0.01% | 1591 |
|
|
2022
Q3 | $68K | Buy |
2,044
+44
| +2% | +$1.46K | ﹤0.01% | 1635 |
|
|
2022
Q2 | $77K | Hold |
2,000
| – | – | ﹤0.01% | 1578 |
|
|
2022
Q1 | $110K | Sell |
2,000
-880
| -31% | -$48.4K | ﹤0.01% | 1584 |
|
|
2021
Q4 | $171K | Hold |
2,880
| – | – | ﹤0.01% | 1325 |
|
|
2021
Q3 | $151 | Hold |
2,880
| – | – | ﹤0.01% | 1523 |
|
|
2021
Q2 | $146 | Hold |
2,880
| – | – | ﹤0.01% | 1527 |
|
|
2021
Q1 | $130 | Hold |
2,880
| – | – | ﹤0.01% | 1640 |
|
|
2020
Q4 | $105K | Buy |
2,880
+2,000
| +227% | +$72.9K | ﹤0.01% | 1715 |
|
|
2020
Q3 | $17K | Buy |
880
+230
| +35% | +$4.44K | ﹤0.01% | 2054 |
|
|
2020
Q2 | $12K | Hold |
650
| – | – | ﹤0.01% | 1877 |
|
|
2020
Q1 | $14K | Buy |
650
+280
| +76% | +$6.03K | ﹤0.01% | 1781 |
|
|
2019
Q4 | $14K | Hold |
370
| – | – | ﹤0.01% | 1754 |
|
|
2019
Q3 | $12K | Buy |
370
+130
| +54% | +$4.22K | ﹤0.01% | 1731 |
|
|
2019
Q2 | $7K | Hold |
240
| – | – | ﹤0.01% | 1833 |
|
|
2019
Q1 | $5K | Hold |
240
| – | – | ﹤0.01% | 1899 |
|
|
2018
Q4 | $5K | Sell |
240
-12,000
| -98% | -$250K | ﹤0.01% | 1796 |
|
|
2018
Q3 | $337K | Buy |
12,240
+12,000
| +5,000% | +$330K | ﹤0.01% | 1207 |
|
|
2018
Q2 | $8K | Hold |
240
| – | – | ﹤0.01% | 1776 |
|
|
2018
Q1 | $9K | Hold |
240
| – | – | ﹤0.01% | 1681 |
|
|
2017
Q4 | $7K | Hold |
240
| – | – | ﹤0.01% | 1787 |
|
|
2017
Q3 | $6K | Hold |
240
| – | – | ﹤0.01% | 1804 |
|
|
2017
Q2 | $7K | Hold |
240
| – | – | ﹤0.01% | 1776 |
|
|
2017
Q1 | $7K | Sell |
240
-210
| -47% | -$6.13K | ﹤0.01% | 1754 |
|
|
2016
Q4 | $15K | Sell |
450
-1,350
| -75% | -$45K | ﹤0.01% | 1713 |
|
|
2016
Q3 | $36K | Hold |
1,800
| – | – | ﹤0.01% | 1460 |
|
|
2016
Q2 | $31K | Hold |
1,800
| – | – | ﹤0.01% | 1473 |
|
|
2016
Q1 | $27K | Buy |
+1,800
| New | +$27K | ﹤0.01% | 1503 |
|