Pathstone Holdings’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
$2.43M Sell
30,737
-1,942
-6% -$154K 0.01% 888
2025
Q1
$2.38M Buy
32,679
+793
+2% +$57.9K 0.01% 882
2024
Q4
$2.35M Sell
31,886
-897
-3% -$66K 0.01% 889
2024
Q3
$2.16M Sell
32,783
-4,562
-12% -$301K 0.01% 920
2024
Q2
$2.11M Sell
37,345
-3,130
-8% -$177K 0.01% 900
2024
Q1
$2.04M Buy
+40,475
New +$2.04M 0.01% 885