Larson 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
Q4 | – | Sell |
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|
2025
Q3 | $433 | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $40.5K | Hold |
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|
2022
Q4 | $42.9K | Hold |
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|
2022
Q3 | $32K | Hold |
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|
2022
Q2 | $32K | Hold |
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|
2022
Q1 | $35K | Hold |
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|
2021
Q4 | $37K | Hold |
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|
2021
Q3 | $39K | Hold |
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|
2021
Q2 | $38K | Hold |
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|
2021
Q1 | $43K | Sell |
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|
2020
Q4 | $72K | Hold |
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|
2020
Q3 | $74K | Sell |
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|
2020
Q2 | $92K | Hold |
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|
2020
Q1 | $83K | Hold |
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|
2019
Q4 | $136K | Buy |
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|
2019
Q3 | $107K | Buy |
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