Raymond James Financial
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Raymond James Financial’s Pathward Financial CASH Stock Holding History

Raymond James Financial’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 		$496K Buy
+6,265
New +$496K ﹤0.01% 3990
2025
Q1 		– Sell
-3,789
Closed -$279K – 4759
2024
Q4 		$279K Buy
+3,789
New +$279K ﹤0.01% 4193