SAG
SageView Advisory Group’s Pathward Financial CASH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,134
| Closed | -$273K | – | 593 |
|
|
2024
Q3 | $273K | Sell |
4,134
-3,835
| -48% | -$253K | 0.01% | 424 |
|
|
2024
Q2 | $451K | Buy |
+7,969
| New | +$451K | 0.02% | 355 |
|
|
2024
Q1 | – | Sell |
-7,965
| Closed | -$430K | – | 546 |
|
|
2023
Q4 | $430K | Buy |
7,965
+9
| +0.1% | +$486 | 0.02% | 424 |
|
|
2023
Q3 | $367K | Buy |
7,956
+4
| +0.1% | +$184 | 0.02% | 379 |
|
|
2023
Q2 | $369K | Buy |
7,952
+5
| +0.1% | +$232 | 0.02% | 406 |
|
|
2023
Q1 | $330K | Buy |
+7,947
| New | +$330K | 0.02% | 371 |
|