SEI Investments’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
Q3 | $1.17M | Sell |
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|
2025
Q2 | $1.53M | Sell |
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|
2025
Q1 | $2.6M | Sell |
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|
2024
Q4 | $2.73M | Buy |
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|
2024
Q3 | $1.75M | Buy |
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|
2024
Q2 | $633K | Sell |
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|
2024
Q1 | $788K | Sell |
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|
2023
Q4 | $1.05M | Buy |
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|
2023
Q3 | $609K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $532K | Sell |
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|
2022
Q3 | $438K | Buy |
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|
2022
Q2 | $508K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $802K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $242K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $168K | Buy |
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|
2018
Q1 | $142K | Buy |
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