Allworth Financial’s Cass Information Systems CASS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.97K | Buy |
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|
2025
Q2 | $2.56K | Buy |
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|
2025
Q1 | $2.38K | Sell |
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|
2024
Q4 | $2.71K | Buy |
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|
2024
Q3 | $2.41K | Sell |
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|
2024
Q2 | $2.58K | Buy |
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|
2024
Q1 | $2.79K | Sell |
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|
2023
Q4 | $2.75K | Hold |
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|
2023
Q3 | $2.27K | Hold |
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|
2023
Q2 | $2.37K | Hold |
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|
2023
Q1 | $2.64K | Hold |
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|
2022
Q4 | $2.79K | Hold |
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|
2022
Q3 | $2K | Sell |
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|
2022
Q2 | $18K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $4K | Buy |
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