Global Retirement Partners’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 | $93K | Buy |
+2,141
| New | +$93K | ﹤0.01% | 1475 |
|
|
2024
Q4 | $92.7K | Sell |
2,266
-91
| -4% | -$3.72K | ﹤0.01% | 1312 |
|
|
2024
Q3 | $97.8K | Sell |
2,357
-186
| -7% | -$7.72K | ﹤0.01% | 1249 |
|
|
2024
Q2 | $102K | Sell |
2,543
-211
| -8% | -$8.46K | ﹤0.01% | 1189 |
|
|
2024
Q1 | $133K | Hold |
2,754
| – | – | ﹤0.01% | 957 |
|
|
2023
Q4 | $114K | Buy |
+2,754
| New | +$114K | ﹤0.01% | 978 |
|