Orion Portfolio Solutions’s Pathward Financial CASH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $430K | Sell |
5,901
-136
| -2% | -$9.92K | ﹤0.01% | 1479 |
|
|
2024
Q4 | $444K | Sell |
6,037
-271
| -4% | -$19.9K | ﹤0.01% | 1395 |
|
|
2024
Q3 | $416K | Buy |
6,308
+1,350
| +27% | +$89.1K | ﹤0.01% | 1400 |
|
|
2024
Q2 | $280K | Sell |
4,958
-528
| -10% | -$29.9K | ﹤0.01% | 1486 |
|
|
2024
Q1 | $277K | Sell |
5,486
-1,017
| -16% | -$51.3K | ﹤0.01% | 1490 |
|
|
2023
Q4 | $330K | Buy |
6,503
+1,841
| +39% | +$93.3K | ﹤0.01% | 1372 |
|
|
2023
Q3 | $215K | Buy |
+4,662
| New | +$215K | ﹤0.01% | 1525 |
|