Principal Financial 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 | $11.5M | Buy |
145,162
+26,313
| +22% | +$2.08M | 0.01% | 1177 |
|
|
2025
Q1 | $8.67M | Sell |
118,849
-1,882
| -2% | -$137K | ﹤0.01% | 1339 |
|
|
2024
Q4 | $8.88M | Buy |
120,731
+2,816
| +2% | +$207K | ﹤0.01% | 1346 |
|
|
2024
Q3 | $7.78M | Sell |
117,915
-7,036
| -6% | -$464K | ﹤0.01% | 1399 |
|
|
2024
Q2 | $7.07M | Sell |
124,951
-7,666
| -6% | -$434K | ﹤0.01% | 1432 |
|
|
2024
Q1 | $6.69M | Sell |
132,617
-21,868
| -14% | -$1.1M | ﹤0.01% | 1480 |
|
|
2023
Q4 | $8.18M | Buy |
154,485
+80
| +0.1% | +$4.23K | 0.01% | 1386 |
|
|
2023
Q3 | $7.12M | Sell |
154,405
-6,896
| -4% | -$318K | 0.01% | 1392 |
|
|
2023
Q2 | $7.48M | Sell |
161,301
-20,176
| -11% | -$935K | 0.01% | 1382 |
|
|
2023
Q1 | $7.53M | Sell |
181,477
-13,080
| -7% | -$543K | 0.01% | 1386 |
|
|
2022
Q4 | $8.38M | Buy |
194,557
+4,058
| +2% | +$175K | 0.01% | 1332 |
|
|
2022
Q3 | $6.28M | Sell |
190,499
-22,158
| -10% | -$730K | 0.01% | 1413 |
|
|
2022
Q2 | $8.22M | Sell |
212,657
-13,948
| -6% | -$539K | 0.01% | 1364 |
|
|
2022
Q1 | $12.4M | Sell |
226,605
-30,052
| -12% | -$1.65M | 0.01% | 1247 |
|
|
2021
Q4 | $15.3M | Sell |
256,657
-25,963
| -9% | -$1.55M | 0.01% | 1137 |
|
|
2021
Q3 | $14.8M | Sell |
282,620
-870
| -0.3% | -$45.7K | 0.01% | 1165 |
|
|
2021
Q2 | $14.4M | Buy |
283,490
+61,839
| +28% | +$3.13M | 0.01% | 1223 |
|
|
2021
Q1 | $10M | Sell |
221,651
-8,437
| -4% | -$382K | 0.01% | 1383 |
|
|
2020
Q4 | $8.41M | Sell |
230,088
-17,951
| -7% | -$656K | 0.01% | 1337 |
|
|
2020
Q3 | $4.77M | Buy |
248,039
+9,880
| +4% | +$190K | ﹤0.01% | 1466 |
|
|
2020
Q2 | $4.33M | Sell |
238,159
-24,524
| -9% | -$446K | ﹤0.01% | 1484 |
|
|
2020
Q1 | $5.71M | Sell |
262,683
-10,500
| -4% | -$228K | 0.01% | 1221 |
|
|
2019
Q4 | $9.97M | Sell |
273,183
-8,029
| -3% | -$293K | 0.01% | 1250 |
|
|
2019
Q3 | $9.17M | Buy |
281,212
+59,734
| +27% | +$1.95M | 0.01% | 1244 |
|
|
2019
Q2 | $6.21M | Sell |
221,478
-262
| -0.1% | -$7.35K | 0.01% | 1452 |
|
|
2019
Q1 | $4.36M | Sell |
221,740
-2,211
| -1% | -$43.5K | ﹤0.01% | 1587 |
|
|
2018
Q4 | $4.34M | Sell |
223,951
-8,513
| -4% | -$165K | ﹤0.01% | 1551 |
|
|
2018
Q3 | $6.4M | Buy |
232,464
+8,508
| +4% | +$234K | 0.01% | 1525 |
|
|
2018
Q2 | $7.27M | Buy |
223,956
+15,033
| +7% | +$488K | 0.01% | 1466 |
|
|
2018
Q1 | $7.61M | Buy |
208,923
+4,953
| +2% | +$180K | 0.01% | 1388 |
|
|
2017
Q4 | $6.3M | Sell |
203,970
-9,774
| -5% | -$302K | 0.01% | 1479 |
|
|
2017
Q3 | $5.59M | Buy |
213,744
+197,880
| +1,247% | +$5.17M | 0.01% | 1524 |
|
|
2017
Q2 | $471K | Sell |
15,864
-1,728
| -10% | -$51.3K | ﹤0.01% | 1957 |
|
|
2017
Q1 | $519K | Sell |
17,592
-6,546
| -27% | -$193K | ﹤0.01% | 1914 |
|
|
2016
Q4 | $828K | Buy |
+24,138
| New | +$828K | ﹤0.01% | 1844 |
|