Sigma Planning Corp’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 | $800K | Buy |
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|
2025
Q1 | $738K | Buy |
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|
2024
Q4 | $664K | Sell |
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|
2024
Q3 | $604K | Sell |
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|
2024
Q2 | $519K | Sell |
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|
2024
Q1 | $478K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $460K | Buy |
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|
2023
Q2 | $462K | Sell |
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|
2023
Q1 | $540K | Buy |
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|
2022
Q4 | $560K | Sell |
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|
2022
Q3 | $429K | Sell |
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|
2022
Q2 | $767K | Buy |
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|
2022
Q1 | $1.09M | Sell |
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|
2021
Q4 | $1.21M | Sell |
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|
2021
Q3 | $1.25M | Sell |
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|
2021
Q2 | $1.76M | Sell |
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|
2021
Q1 | $1.83M | Sell |
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|
2020
Q4 | $2.56M | Buy |
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|
2020
Q3 | $1.19M | Sell |
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|
2020
Q2 | $1.43M | Buy |
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|
2020
Q1 | $1.71M | Sell |
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|
2019
Q4 | $4.18M | Sell |
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|
2019
Q3 | $3.88M | Buy |
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|
2019
Q2 | $3.33M | Buy |
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|
2019
Q1 | $2.34M | Buy |
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|
2018
Q4 | $2.3M | Buy |
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|
2018
Q3 | $1.31M | Buy |
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