IFG Advisory’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
Q2 | $2.17M | Buy |
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|
2025
Q1 | $2.13M | Buy |
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|
2024
Q4 | $2.01M | Buy |
|
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|
2024
Q3 | $1.88M | Buy |
|
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|
2024
Q2 | $1.81M | Buy |
|
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|
2024
Q1 | $2.02M | Sell |
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|
2023
Q4 | $1.92M | Sell |
|
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|
2023
Q3 | $1.59M | Buy |
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|
2023
Q2 | $1.62M | Buy |
|
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|
2023
Q1 | $1.65M | Buy |
|
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|
2022
Q4 | $1.66M | Buy |
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|
2022
Q3 | $1.19M | Buy |
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|
2022
Q2 | $912K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $264K | Buy |
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|
2021
Q3 | $276K | Buy |
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|
2021
Q2 | $269K | Buy |
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