Rosenthal Henry Capital Advisors’s Pathward Financial CASH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.17M | Sell |
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|
2025
Q1 | $3.88M | Sell |
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|
2024
Q4 | $4.04M | Hold |
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|
2024
Q3 | $3.62M | Buy |
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|
2024
Q2 | $3.06M | Hold |
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|
2024
Q1 | $2.73M | Sell |
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|
2023
Q4 | $2.93M | Sell |
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|
2023
Q3 | $2.76M | Hold |
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|
2023
Q2 | $2.78M | Sell |
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|
2023
Q1 | $3.36M | Hold |
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|
2022
Q4 | $3.48M | Hold |
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|
2022
Q3 | $2.67M | Buy |
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|
2022
Q1 | $4.29M | Hold |
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|
2021
Q4 | $4.66M | Sell |
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|
2021
Q3 | $9.85M | Hold |
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|
2021
Q2 | $9.51M | Hold |
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|
2021
Q1 | $8.51M | Sell |
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|
2020
Q4 | $6.9M | Hold |
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|
2020
Q3 | $3.63M | Buy |
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|
2020
Q2 | $2.44M | Sell |
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|
2020
Q1 | $3.15M | Buy |
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|
2019
Q4 | $4.92M | Buy |
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|
2019
Q3 | $3.42M | Sell |
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|
2019
Q2 | $3.93M | Hold |
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|
2019
Q1 | $2.76M | Hold |
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|
2018
Q4 | $2.71M | Buy |
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|
2018
Q3 | $3.72M | Hold |
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|
2018
Q2 | $4.38M | Buy |
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|
2018
Q1 | $3.82M | Hold |
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|
2017
Q4 | $3.24M | Sell |
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|
2017
Q3 | $2.98M | Hold |
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|
2017
Q2 | $3.38M | Buy |
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|
2017
Q1 | $3.1M | Buy |
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|
2016
Q4 | $2.57M | Buy |
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