Raymond James & Associates’s Pathward Financial CASH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $499K | Sell |
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|
2024
Q2 | $549K | Sell |
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|
2024
Q1 | $528K | Sell |
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|
2023
Q4 | $573K | Sell |
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|
2023
Q3 | $569K | Sell |
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|
2023
Q2 | $647K | Buy |
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|
2023
Q1 | $539K | Sell |
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|
2022
Q4 | $688K | Sell |
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|
2022
Q3 | $659K | Sell |
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|
2022
Q2 | $1.34M | Sell |
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|
2022
Q1 | $2.41M | Buy |
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|
2021
Q4 | $2.39M | Buy |
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|
2021
Q3 | $1.56M | Sell |
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|
2021
Q2 | $1.51M | Buy |
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|
2021
Q1 | $572K | Buy |
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|
2020
Q4 | $244K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $236K | Sell |
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|
2019
Q3 | $221K | Sell |
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|
2019
Q2 | $1.14M | Sell |
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|
2019
Q1 | $3.35M | Sell |
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|
2018
Q4 | $4.31M | Sell |
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|
2018
Q3 | $26.3M | Buy |
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|
2018
Q2 | $1.11M | Buy |
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|
2018
Q1 | $869K | Buy |
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|
2017
Q4 | $674K | Sell |
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|
2017
Q3 | $579K | Sell |
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|
2017
Q2 | $1.23M | Buy |
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|
2017
Q1 | $1.15M | Buy |
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|
2016
Q4 | $1.33M | Buy |
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|
2016
Q3 | $228K | Buy |
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