Beacon Financial Group’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 | – | Sell |
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|
2025
Q2 | $221K | Sell |
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|
2025
Q1 | $227K | Sell |
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|
2024
Q4 | $333K | Sell |
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|
2024
Q3 | $395K | Sell |
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|
2024
Q2 | $415K | Sell |
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|
2024
Q1 | $503K | Sell |
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|
2023
Q4 | $521K | Sell |
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|
2023
Q3 | $452K | Sell |
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|
2023
Q2 | $490K | Sell |
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|
2023
Q1 | $611K | Buy |
|