UMB Bank’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 | $8.62K | Buy |
109
+21
| +24% | +$1.66K | ﹤0.01% | 1656 |
|
|
2025
Q1 | $6.42K | Buy |
88
+19
| +28% | +$1.39K | ﹤0.01% | 1690 |
|
|
2024
Q4 | $5.08K | Hold |
69
| – | – | ﹤0.01% | 1698 |
|
|
2024
Q3 | $4.56K | Buy |
69
+35
| +103% | +$2.31K | ﹤0.01% | 1761 |
|
|
2024
Q2 | $1.92K | Buy |
34
+21
| +162% | +$1.19K | ﹤0.01% | 1792 |
|
|
2024
Q1 | $656 | Buy |
+13
| New | +$656 | ﹤0.01% | 1912 |
|