Yousif Capital 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 | $697K | Sell |
8,807
-17
| -0.2% | -$1.35K | 0.01% | 1310 |
|
|
2025
Q1 | $644K | Sell |
8,824
-614
| -7% | -$44.8K | 0.01% | 1331 |
|
|
2024
Q4 | $694K | Sell |
9,438
-332
| -3% | -$24.4K | 0.01% | 1336 |
|
|
2024
Q3 | $645K | Sell |
9,770
-405
| -4% | -$26.7K | 0.01% | 1389 |
|
|
2024
Q2 | $576K | Sell |
10,175
-1,407
| -12% | -$79.6K | 0.01% | 1405 |
|
|
2024
Q1 | $585K | Sell |
11,582
-2,643
| -19% | -$133K | 0.01% | 1455 |
|
|
2023
Q4 | $753K | Buy |
14,225
+1,168
| +9% | +$61.8K | 0.01% | 1361 |
|
|
2023
Q3 | $602K | Sell |
13,057
-1,235
| -9% | -$56.9K | 0.01% | 1401 |
|
|
2023
Q2 | $663K | Sell |
14,292
-1,292
| -8% | -$59.9K | 0.01% | 1366 |
|
|
2023
Q1 | $647K | Sell |
15,584
-2,760
| -15% | -$115K | 0.01% | 1367 |
|
|
2022
Q4 | $790K | Sell |
18,344
-7,375
| -29% | -$317K | 0.01% | 1296 |
|
|
2022
Q3 | $848K | Sell |
25,719
-797
| -3% | -$26.3K | 0.01% | 1269 |
|
|
2022
Q2 | $1.03M | Sell |
26,516
-1,940
| -7% | -$75K | 0.01% | 1222 |
|
|
2022
Q1 | $1.56M | Sell |
28,456
-750
| -3% | -$41.2K | 0.02% | 1113 |
|
|
2021
Q4 | $1.74M | Buy |
+29,206
| New | +$1.74M | 0.02% | 1078 |
|