Pacific Ridge Capital Partners’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 | $1.28M | Hold |
16,190
| – | – | 0.31% | 71 |
|
|
2025
Q1 | $1.18M | Sell |
16,190
-127
| -0.8% | -$9.27K | 0.31% | 69 |
|
|
2024
Q4 | $1.2M | Hold |
16,317
| – | – | 0.28% | 81 |
|
|
2024
Q3 | $1.08M | Sell |
16,317
-5,560
| -25% | -$367K | 0.26% | 78 |
|
|
2024
Q2 | $1.24M | Buy |
21,877
+29
| +0.1% | +$1.64K | 0.3% | 87 |
|
|
2024
Q1 | $1.1M | Sell |
21,848
-5,675
| -21% | -$286K | 0.24% | 97 |
|
|
2023
Q4 | $1.46M | Hold |
27,523
| – | – | 0.3% | 89 |
|
|
2023
Q3 | $1.27M | Sell |
27,523
-70
| -0.3% | -$3.23K | 0.29% | 82 |
|
|
2023
Q2 | $1.28M | Sell |
27,593
-2,317
| -8% | -$107K | 0.29% | 88 |
|
|
2023
Q1 | $1.24M | Sell |
29,910
-4,800
| -14% | -$199K | 0.31% | 85 |
|
|
2022
Q4 | $1.49M | Sell |
34,710
-20
| -0.1% | -$861 | 0.35% | 74 |
|
|
2022
Q3 | $1.15M | Buy |
34,730
+7,220
| +26% | +$238K | 0.3% | 85 |
|
|
2022
Q2 | $1.06M | Sell |
27,510
-110
| -0.4% | -$4.25K | 0.25% | 92 |
|
|
2022
Q1 | $1.52M | Sell |
27,620
-5,990
| -18% | -$329K | 0.29% | 79 |
|
|
2021
Q4 | $2.01M | Sell |
33,610
-4,450
| -12% | -$265K | 0.36% | 73 |
|
|
2021
Q3 | $2M | Buy |
38,060
+1,410
| +4% | +$74K | 0.37% | 69 |
|
|
2021
Q2 | $1.86M | Sell |
36,650
-390
| -1% | -$19.8K | 0.34% | 72 |
|
|
2021
Q1 | $1.68M | Hold |
37,040
| – | – | 0.32% | 75 |
|
|
2020
Q4 | $1.35M | Sell |
37,040
-9,020
| -20% | -$330K | 0.33% | 74 |
|
|
2020
Q3 | $885K | Sell |
46,060
-250
| -0.5% | -$4.8K | 0.25% | 88 |
|
|
2020
Q2 | $841K | Hold |
46,310
| – | – | 0.23% | 90 |
|
|
2020
Q1 | $1.01M | Buy |
46,310
+10
| +0% | +$217 | 0.38% | 70 |
|
|
2019
Q4 | $1.69M | Sell |
46,300
-4,800
| -9% | -$175K | 0.38% | 70 |
|
|
2019
Q3 | $1.67M | Sell |
51,100
-11,020
| -18% | -$359K | 0.43% | 72 |
|
|
2019
Q2 | $1.74M | Sell |
62,120
-4,800
| -7% | -$135K | 0.45% | 68 |
|
|
2019
Q1 | $1.32M | Sell |
66,920
-2,200
| -3% | -$43.3K | 0.35% | 80 |
|
|
2018
Q4 | $1.34M | Sell |
69,120
-2,310
| -3% | -$44.8K | 0.45% | 80 |
|
|
2018
Q3 | $1.97M | Buy |
71,430
+11,490
| +19% | +$317K | 0.51% | 73 |
|
|
2018
Q2 | $1.95M | Sell |
59,940
-300
| -0.5% | -$9.74K | 0.45% | 71 |
|
|
2018
Q1 | $2.19M | Sell |
60,240
-140,748
| -70% | -$5.12M | 0.59% | 66 |
|
|
2017
Q4 | $6.21M | Sell |
200,988
-34,950
| -15% | -$1.08M | 1.64% | 9 |
|
|
2017
Q3 | $6.17M | Buy |
235,938
+15,750
| +7% | +$412K | 1.75% | 10 |
|
|
2017
Q2 | $6.53M | Buy |
220,188
+39,810
| +22% | +$1.18M | 1.92% | 6 |
|
|
2017
Q1 | $5.32M | Buy |
180,378
+68,640
| +61% | +$2.02M | 1.51% | 15 |
|
|
2016
Q4 | $3.83M | Sell |
111,738
-35,400
| -24% | -$1.21M | 1.38% | 18 |
|
|
2016
Q3 | $2.97M | Sell |
147,138
-5,862
| -4% | -$118K | 1.22% | 30 |
|
|
2016
Q2 | $2.6M | Buy |
153,000
+4,710
| +3% | +$80K | 1.18% | 30 |
|
|
2016
Q1 | $2.25M | Buy |
148,290
+37,890
| +34% | +$576K | 1.01% | 42 |
|
|
2015
Q4 | $1.69M | Buy |
+110,400
| New | +$1.69M | 0.76% | 59 |
|