Voloridge Investment Management’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
$6.52M Sell
82,425
-40,075
-33% -$3.17M 0.02% 676
2025
Q1
$8.94M Sell
122,500
-15,584
-11% -$1.14M 0.03% 596
2024
Q4
$10.2M Sell
138,084
-8,399
-6% -$618K 0.04% 569
2024
Q3
$9.67M Buy
146,483
+8,039
+6% +$531K 0.04% 594
2024
Q2
$7.83M Buy
138,444
+62,436
+82% +$3.53M 0.03% 631
2024
Q1
$3.84M Buy
76,008
+21,135
+39% +$1.07M 0.01% 712
2023
Q4
$2.9M Sell
54,873
-9,923
-15% -$525K 0.01% 740
2023
Q3
$2.99M Sell
64,796
-12,593
-16% -$580K 0.01% 813
2023
Q2
$3.59M Sell
77,389
-25,925
-25% -$1.2M 0.02% 791
2023
Q1
$4.29M Buy
103,314
+43,514
+73% +$1.81M 0.02% 721
2022
Q4
$2.57M Sell
59,800
-42,005
-41% -$1.81M 0.01% 904
2022
Q3
$3.36M Sell
101,805
-15,010
-13% -$495K 0.02% 797
2022
Q2
$4.52M Buy
116,815
+21,486
+23% +$831K 0.02% 716
2022
Q1
$5.24M Buy
95,329
+75,235
+374% +$4.13M 0.03% 619
2021
Q4
$1.2M Buy
20,094
+6,693
+50% +$399K 0.01% 1226
2021
Q3
$703K Sell
13,401
-32,154
-71% -$1.69M ﹤0.01% 1376
2021
Q2
$2.31M Sell
45,555
-11,643
-20% -$589K 0.02% 942
2021
Q1
$2.59M Buy
57,198
+6,281
+12% +$285K 0.02% 729
2020
Q4
$1.86M Sell
50,917
-19,050
-27% -$697K 0.02% 769
2020
Q3
$1.35M Sell
69,967
-1,668
-2% -$32.1K 0.01% 847
2020
Q2
$1.3M Buy
+71,635
New +$1.3M 0.01% 759
2019
Q4
Sell
-15,006
Closed -$489K 1099
2019
Q3
$489K Buy
+15,006
New +$489K 0.01% 812