SageView Advisory Group’s Pathward Financial CASH Stock Holding History

SageView Advisory Group’s Portfolio CASH Stock Details CASH Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$142K	Buy
2024 Q4	–	Sell
2024 Q3	$273K	Sell
2024 Q2	$451K	Buy
2024 Q1	–	Sell
2023 Q4	$430K	Buy
2023 Q3	$367K	Buy
2023 Q2	$369K	Buy
2023 Q1	$330K	Buy