Steward Partners Investment Advisory’s Pathward Financial CASH Stock Holding History

Steward Partners Investment Advisory’s Portfolio CASH Stock Details CASH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$247K	Sell	2,766 -264	-9%	-$23K	﹤0.01%	1911
2025 Q4	$215K	Buy	3,030 +250	+9%	+$17.9K	﹤0.01%	1896
2025 Q3	$206K	Sell	2,780 -820	-23%	-$63.9K	﹤0.01%	1852
2025 Q2	$285K	Sell	3,600 -44	-1%	-$3.37K	﹤0.01%	1576
2025 Q1	$266K	Hold	3,644	–	–	﹤0.01%	1510
2024 Q4	$268K	Sell	3,644 -1,421	-28%	-$108K	﹤0.01%	1462
2024 Q3	$334K	Buy	5,065 +422	+9%	+$27.1K	﹤0.01%	1282
2024 Q2	$263K	Hold	4,643	–	–	﹤0.01%	1323
2024 Q1	$234K	Sell	4,643 -200	-4%	-$10.2K	﹤0.01%	1364
2023 Q4	$256K	Buy	4,843 +441	+10%	+$21.7K	﹤0.01%	1279
2023 Q3	$203K	Sell	4,402 -1,000	-19%	-$49.8K	﹤0.01%	1276
2023 Q2	$250K	Hold	5,402	–	–	﹤0.01%	1187
2023 Q1	$224K	Hold	5,402	–	–	﹤0.01%	1232
2022 Q4	$233K	Hold	5,402	–	–	﹤0.01%	1177
2022 Q3	$178K	Sell	5,402 -521	-9%	-$18.7K	﹤0.01%	1246
2022 Q2	$229K	Hold	5,923	–	–	﹤0.01%	1157
2022 Q1	$325K	Sell	5,923 -159	-3%	-$9.03K	0.01%	1094
2021 Q4	$363K	Buy	6,082 +21	+0.3%	+$1.25K	0.01%	1068
2021 Q3	$318K	Sell	6,061 -879	-13%	-$43.7K	0.01%	1081
2021 Q2	$351K	Sell	6,940 -3,035	-30%	-$151K	0.01%	1103
2021 Q1	$452K	Buy	9,975 +2,075	+26%	+$88.6K	0.01%	927
2020 Q4	$289K	Buy	7,900 +900	+13%	+$27.4K	0.01%	929
2020 Q3	$135K	Hold	7,000	–	–	﹤0.01%	1097
2020 Q2	$127K	Hold	7,000	–	–	﹤0.01%	1048
2020 Q1	$152K	Buy	7,000 +662	+10%	+$21.8K	0.01%	869
2019 Q4	$231K	Buy	6,338 +1,200	+23%	+$40.8K	0.01%	841
2019 Q3	$167K	Buy	5,138 +1,038	+25%	+$31.3K	0.01%	899
2019 Q2	$115K	Buy	+4,100	New	+$104K	﹤0.01%	999
2018 Q4	–	Sell	-1,242	Closed	-$34K	–	953
2018 Q3	$34K	Sell	1,242 -90	-7%	-$2.69K	﹤0.01%	1337
2018 Q2	$43K	Sell	1,332 -117	-8%	-$4.25K	﹤0.01%	1156
2018 Q1	$52K	Hold	1,449	–	–	﹤0.01%	989
2017 Q4	$44K	Sell	1,449 -12	-0.8%	-$348	﹤0.01%	870
2017 Q3	$38K	Hold	1,461	–	–	﹤0.01%	762
2017 Q2	$43K	Buy	+1,461	New	+$42.4K	﹤0.01%	653