Dumont & Blake Investment Advisors’s Cass Information Systems CASS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$202K	Hold	4,641	–	–	0.05%	192
2025 Q1	$201K	Buy	+4,641	New	+$201K	0.06%	193
2024 Q2	–	Sell	-4,291	Closed	-$207K	–	199
2024 Q1	$207K	Buy	+4,291	New	+$207K	0.06%	187