Mutual of America 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 | $239K | Sell |
3,026
-447
| -13% | -$35.4K | ﹤0.01% | 1258 |
|
|
2025
Q1 | $253K | Sell |
3,473
-291
| -8% | -$21.2K | ﹤0.01% | 1283 |
|
|
2024
Q4 | $277K | Buy |
3,764
+7
| +0.2% | +$515 | ﹤0.01% | 1294 |
|
|
2024
Q3 | $248K | Sell |
3,757
-397
| -10% | -$26.2K | ﹤0.01% | 1342 |
|
|
2024
Q2 | $235K | Sell |
4,154
-238
| -5% | -$13.5K | ﹤0.01% | 1357 |
|
|
2024
Q1 | $222K | Sell |
4,392
-191
| -4% | -$9.64K | ﹤0.01% | 1394 |
|
|
2023
Q4 | $243K | Sell |
4,583
-13
| -0.3% | -$688 | ﹤0.01% | 1370 |
|
|
2023
Q3 | $212K | Sell |
4,596
-661
| -13% | -$30.5K | ﹤0.01% | 1367 |
|
|
2023
Q2 | $244K | Sell |
5,257
-419
| -7% | -$19.4K | ﹤0.01% | 1354 |
|
|
2023
Q1 | $235K | Sell |
5,676
-358
| -6% | -$14.9K | ﹤0.01% | 1351 |
|
|
2022
Q4 | $260K | Buy |
6,034
+253
| +4% | +$10.9K | ﹤0.01% | 1322 |
|
|
2022
Q3 | $191K | Buy |
5,781
+849
| +17% | +$28.1K | ﹤0.01% | 1374 |
|
|
2022
Q2 | $191K | Buy |
4,932
+631
| +15% | +$24.4K | ﹤0.01% | 1345 |
|
|
2022
Q1 | $236K | Sell |
4,301
-26
| -0.6% | -$1.43K | ﹤0.01% | 1291 |
|
|
2021
Q4 | $258K | Buy |
4,327
+71
| +2% | +$4.23K | ﹤0.01% | 1277 |
|
|
2021
Q3 | $223K | Sell |
4,256
-282
| -6% | -$14.8K | ﹤0.01% | 1321 |
|
|
2021
Q2 | $230K | Buy |
4,538
+231
| +5% | +$11.7K | ﹤0.01% | 1345 |
|
|
2021
Q1 | $195K | Buy |
4,307
+127
| +3% | +$5.75K | ﹤0.01% | 1368 |
|
|
2020
Q4 | $153K | Buy |
4,180
+8
| +0.2% | +$293 | ﹤0.01% | 1371 |
|
|
2020
Q3 | $80K | Buy |
4,172
+2,615
| +168% | +$50.1K | ﹤0.01% | 1440 |
|
|
2020
Q2 | $28K | Buy |
1,557
+63
| +4% | +$1.13K | ﹤0.01% | 1475 |
|
|
2020
Q1 | $32K | Buy |
1,494
+258
| +21% | +$5.53K | ﹤0.01% | 1391 |
|
|
2019
Q4 | $45K | Sell |
1,236
-50
| -4% | -$1.82K | ﹤0.01% | 1372 |
|
|
2019
Q3 | $42K | Buy |
1,286
+289
| +29% | +$9.44K | ﹤0.01% | 1380 |
|
|
2019
Q2 | $28K | Buy |
997
+208
| +26% | +$5.84K | ﹤0.01% | 1485 |
|
|
2019
Q1 | $16K | Buy |
789
+96
| +14% | +$1.95K | ﹤0.01% | 1566 |
|
|
2018
Q4 | $13K | Buy |
693
+174
| +34% | +$3.26K | ﹤0.01% | 1565 |
|
|
2018
Q3 | $14K | Buy |
519
+420
| +424% | +$11.3K | ﹤0.01% | 1558 |
|
|
2018
Q2 | $3K | Buy |
+99
| New | +$3K | ﹤0.01% | 1513 |
|