United Capital Financial Advisors’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 | $855K | Sell |
10,812
-1
| -0% | -$79 | 0.01% | 630 |
|
|
2025
Q1 | $789K | Hold |
10,813
| – | – | 0.01% | 614 |
|
|
2024
Q4 | $796K | Sell |
10,813
-1
| -0% | -$74 | 0.01% | 602 |
|
|
2024
Q3 | $714K | Sell |
10,814
-1,200
| -10% | -$79.2K | 0.01% | 626 |
|
|
2024
Q2 | $680K | Sell |
12,014
-3
| -0% | -$170 | 0.01% | 624 |
|
|
2024
Q1 | $607K | Hold |
12,017
| – | – | 0.01% | 683 |
|
|
2023
Q4 | $636K | Buy |
12,017
+17
| +0.1% | +$900 | 0.01% | 667 |
|
|
2023
Q3 | $553K | Sell |
12,000
-2,000
| -14% | -$92.2K | ﹤0.01% | 622 |
|
|
2023
Q2 | $649K | Sell |
14,000
-2,000
| -13% | -$92.7K | ﹤0.01% | 640 |
|
|
2023
Q1 | $664K | Buy |
+16,000
| New | +$664K | ﹤0.01% | 668 |
|
|
2021
Q4 | – | Sell |
-16,000
| Closed | -$840K | – | 1205 |
|
|
2021
Q3 | $840K | Hold |
16,000
| – | – | ﹤0.01% | 722 |
|
|
2021
Q2 | $810K | Buy |
+16,000
| New | +$810K | ﹤0.01% | 745 |
|
|
2019
Q4 | – | Sell |
-27,342
| Closed | -$892K | – | 1362 |
|
|
2019
Q3 | $892K | Buy |
+27,342
| New | +$892K | 0.01% | 776 |
|