Benjamin Edwards Inc’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
$556K Buy
2025
Q1
Sell
2024
Q4
$578K Hold
2024
Q3
$586K Hold
2024
Q2
$567K Hold
2024
Q1
$681K Hold
2023
Q4
$637K Hold
2023
Q3
$527K Hold
2023
Q2
$548K Hold
2023
Q1
$612K Buy