Principal Securities’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 | $11.7K | Buy |
148
+127
| +605% | +$10K | ﹤0.01% | 2559 |
|
|
2025
Q1 | $1.55K | Hold |
21
| – | – | ﹤0.01% | 3104 |
|
|
2024
Q4 | $1.55K | Hold |
21
| – | – | ﹤0.01% | 3098 |
|
|
2024
Q3 | $1.39K | Sell |
21
-195
| -90% | -$12.9K | ﹤0.01% | 3057 |
|
|
2024
Q2 | $12.2K | Buy |
216
+195
| +929% | +$11K | ﹤0.01% | 2303 |
|
|
2024
Q1 | $1.06K | Hold |
21
| – | – | ﹤0.01% | 3028 |
|
|
2023
Q4 | $1.11K | Buy |
+21
| New | +$1.11K | ﹤0.01% | 2931 |
|