Steward Partners Investment Advisory’s Pathward Financial CASH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $285K | Sell |
3,600
-44
| -1% | -$3.48K | ﹤0.01% | 1576 |
|
|
2025
Q1 | $266K | Hold |
3,644
| – | – | ﹤0.01% | 1510 |
|
|
2024
Q4 | $268K | Sell |
3,644
-1,421
| -28% | -$105K | ﹤0.01% | 1462 |
|
|
2024
Q3 | $334K | Buy |
5,065
+422
| +9% | +$27.9K | ﹤0.01% | 1282 |
|
|
2024
Q2 | $263K | Hold |
4,643
| – | – | ﹤0.01% | 1323 |
|
|
2024
Q1 | $234K | Sell |
4,643
-200
| -4% | -$10.1K | ﹤0.01% | 1364 |
|
|
2023
Q4 | $256K | Buy |
4,843
+441
| +10% | +$23.3K | ﹤0.01% | 1279 |
|
|
2023
Q3 | $203K | Sell |
4,402
-1,000
| -19% | -$46.1K | ﹤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% | -$17.2K | ﹤0.01% | 1246 |
|
|
2022
Q2 | $229K | Hold |
5,923
| – | – | ﹤0.01% | 1157 |
|
|
2022
Q1 | $325K | Sell |
5,923
-159
| -3% | -$8.72K | 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% | -$46.1K | 0.01% | 1081 |
|
|
2021
Q2 | $351K | Sell |
6,940
-3,035
| -30% | -$153K | 0.01% | 1102 |
|
|
2021
Q1 | $452K | Buy |
9,975
+2,075
| +26% | +$94K | 0.01% | 927 |
|
|
2020
Q4 | $289K | Buy |
7,900
+900
| +13% | +$32.9K | 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% | +$14.4K | 0.01% | 869 |
|
|
2019
Q4 | $231K | Buy |
6,338
+1,200
| +23% | +$43.7K | 0.01% | 841 |
|
|
2019
Q3 | $167K | Buy |
5,138
+1,038
| +25% | +$33.7K | 0.01% | 899 |
|
|
2019
Q2 | $115K | Buy |
+4,100
| New | +$115K | ﹤0.01% | 999 |
|
|
2018
Q4 | – | Sell |
-1,242
| Closed | -$34K | – | 953 |
|
|
2018
Q3 | $34K | Sell |
1,242
-90
| -7% | -$2.46K | ﹤0.01% | 1337 |
|
|
2018
Q2 | $43K | Sell |
1,332
-117
| -8% | -$3.78K | ﹤0.01% | 1156 |
|
|
2018
Q1 | $52K | Hold |
1,449
| – | – | ﹤0.01% | 989 |
|
|
2017
Q4 | $44K | Sell |
1,449
-12
| -0.8% | -$364 | ﹤0.01% | 870 |
|
|
2017
Q3 | $38K | Hold |
1,461
| – | – | ﹤0.01% | 762 |
|
|
2017
Q2 | $43K | Buy |
+1,461
| New | +$43K | ﹤0.01% | 653 |
|