Vident 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 | $3.45M | Buy |
43,567
+1,210
| +3% | +$95.7K | 0.04% | 361 |
|
|
2025
Q1 | $3.09M | Buy |
42,357
+6,354
| +18% | +$464K | 0.05% | 343 |
|
|
2024
Q4 | $2.65M | Sell |
36,003
-540
| -1% | -$39.7K | 0.05% | 353 |
|
|
2024
Q3 | $2.41M | Buy |
+36,543
| New | +$2.41M | 0.06% | 342 |
|
|
2024
Q1 | – | Sell |
-38,640
| Closed | -$2.05M | – | 1340 |
|
|
2023
Q4 | $2.05M | Sell |
38,640
-358
| -0.9% | -$18.9K | 0.05% | 373 |
|
|
2023
Q3 | $1.8M | Buy |
+38,998
| New | +$1.8M | 0.06% | 337 |
|