Stifel Financial’s Pathward Financial CASH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $384K | Sell |
4,309
-163
| -4% | -$14.2K | ﹤0.01% | 3023 |
|
|
2025
Q4 | $318K | Sell |
4,472
-2,564
| -36% | -$184K | ﹤0.01% | 3120 |
|
|
2025
Q3 | $521K | Sell |
7,036
-188
| -3% | -$14.6K | ﹤0.01% | 2787 |
|
|
2025
Q2 | $572K | Sell |
7,224
-178
| -2% | -$13.6K | ﹤0.01% | 2698 |
|
|
2025
Q1 | $540K | Buy |
7,402
+81
| +1% | +$6.18K | ﹤0.01% | 2633 |
|
|
2024
Q4 | $539K | Sell |
7,321
-291
| -4% | -$22.2K | ﹤0.01% | 2627 |
|
|
2024
Q3 | $502K | Sell |
7,612
-1,920
| -20% | -$123K | ﹤0.01% | 2681 |
|
|
2024
Q2 | $539K | Sell |
9,532
-28
| -0.3% | -$1.47K | ﹤0.01% | 2583 |
|
|
2024
Q1 | $483K | Sell |
9,560
-19
| -0.2% | -$965 | ﹤0.01% | 2632 |
|
|
2023
Q4 | $507K | Sell |
9,579
-88,461
| -90% | -$4.35M | ﹤0.01% | 2549 |
|
|
2023
Q3 | $4.52M | Buy |
98,040
+88,975
| +982% | +$4.43M | 0.01% | 1081 |
|
|
2023
Q2 | $420K | Sell |
9,065
-2,013
| -18% | -$90.3K | ﹤0.01% | 2620 |
|
|
2023
Q1 | $460K | Sell |
11,078
-247
| -2% | -$11.6K | ﹤0.01% | 2562 |
|
|
2022
Q4 | $488K | Sell |
11,325
-259
| -2% | -$10.6K | ﹤0.01% | 2489 |
|
|
2022
Q3 | $382K | Buy |
11,584
+1,529
| +15% | +$54.9K | ﹤0.01% | 2589 |
|
|
2022
Q2 | $389K | Sell |
10,055
-1,622
| -14% | -$69.1K | ﹤0.01% | 2613 |
|
|
2022
Q1 | $641K | Buy |
11,677
+1,765
| +18% | +$100K | ﹤0.01% | 2435 |
|
|
2021
Q4 | $591K | Buy |
9,912
+101
| +1% | +$6.03K | ﹤0.01% | 2499 |
|
|
2021
Q3 | $515K | Buy |
9,811
+40
| +0.4% | +$1.99K | ﹤0.01% | 2554 |
|
|
2021
Q2 | $495K | Sell |
9,771
-557
| -5% | -$27.7K | ﹤0.01% | 2584 |
|
|
2021
Q1 | $468K | Buy |
10,328
+127
| +1% | +$5.42K | ﹤0.01% | 2536 |
|
|
2020
Q4 | $373K | Sell |
10,201
-2,108
| -17% | -$64.2K | ﹤0.01% | 2489 |
|
|
2020
Q3 | $237K | Sell |
12,309
-9,355
| -43% | -$177K | ﹤0.01% | 2528 |
|
|
2020
Q2 | $393K | Buy |
21,664
+2,687
| +14% | +$47.1K | ﹤0.01% | 2192 |
|
|
2020
Q1 | $405K | Sell |
18,977
-357,995
| -95% | -$11.8M | ﹤0.01% | 1995 |
|
|
2019
Q4 | $13.8M | Buy |
376,972
+37,103
| +11% | +$1.26M | 0.03% | 475 |
|
|
2019
Q3 | $11.1M | Sell |
339,869
-13,294
| -4% | -$401K | 0.03% | 510 |
|
|
2019
Q2 | $9.96M | Sell |
353,163
-1,112
| -0.3% | -$28.3K | 0.03% | 570 |
|
|
2019
Q1 | $6.94M | Buy |
354,275
+49,903
| +16% | +$1.09M | 0.02% | 669 |
|
|
2018
Q4 | $5.87M | Sell |
304,372
-84,284
| -22% | -$1.97M | 0.02% | 698 |
|
|
2018
Q3 | $10.7M | Sell |
388,656
-142,464
| -27% | -$4.26M | 0.03% | 510 |
|
|
2018
Q2 | $17.3M | Buy |
531,120
+14,184
| +3% | +$515K | 0.05% | 350 |
|
|
2018
Q1 | $18.8M | Buy |
516,936
+133,173
| +35% | +$4.76M | 0.06% | 317 |
|
|
2017
Q4 | $11.8M | Buy |
383,763
+22,506
| +6% | +$653K | 0.04% | 458 |
|
|
2017
Q3 | $9.44M | Buy |
361,257
+5,775
| +2% | +$149K | 0.03% | 527 |
|
|
2017
Q2 | $10.6M | Buy |
355,482
+25,755
| +8% | +$747K | 0.04% | 449 |
|
|
2017
Q1 | $9.76M | Buy |
329,727
+316,770
| +2,445% | +$9.79M | 0.04% | 470 |
|
|
2016
Q4 | $443K | Sell |
12,957
-6,939
| -35% | -$194K | ﹤0.01% | 1843 |
|
|
2016
Q3 | $401K | Buy |
19,896
+600
| +3% | +$11.4K | ﹤0.01% | 1840 |
|
|
2016
Q2 | $328K | Buy |
19,296
+4,200
| +28% | +$68.6K | ﹤0.01% | 1995 |
|
|
2016
Q1 | $229K | Hold |
15,096
| – | – | ﹤0.01% | 1948 |
|
|
2015
Q4 | $231K | Buy |
15,096
+636
| +4% | +$9.26K | ﹤0.01% | 2048 |
|
|
2015
Q3 | $201K | Buy |
+14,460
| New | +$221K | ﹤0.01% | 2024 |
|
|
2015
Q1 | – | Sell |
-69,747
| Closed | -$815K | – | 2312 |
|
|
2014
Q4 | $815K | Buy |
+69,747
| New | +$835K | ﹤0.01% | 1367 |
|
Other funds holding CASH
VCM
PFA
VPM