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Putney Financial Group’s Pathward Financial CASH Stock Holding History

Putney Financial Group’s Portfolio CASH Stock Details CASH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-411,470
Closed -$411K – 297
2025
Q1 		$411K Sell
411,470
-26,467
-6% -$26.5K 0.43% 38
2024
Q4 		$438K Buy
+437,937
New +$438K 0.39% 36