Lindbrook Capital’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
Q1 | $3.94K | Hold |
91
| – | – | ﹤0.01% | 2056 |
|
|
2024
Q4 | $3.72K | Hold |
91
| – | – | ﹤0.01% | 2110 |
|
|
2024
Q3 | $3.78K | Hold |
91
| – | – | ﹤0.01% | 2130 |
|
|
2024
Q2 | $3.65K | Buy |
91
+11
| +14% | +$441 | ﹤0.01% | 2135 |
|
|
2024
Q1 | $3.85K | Hold |
80
| – | – | ﹤0.01% | 2017 |
|
|
2023
Q4 | $3.6K | Buy |
80
+59
| +281% | +$2.66K | ﹤0.01% | 2050 |
|
|
2023
Q3 | $782 | Sell |
21
-15
| -42% | -$559 | ﹤0.01% | 2424 |
|
|
2023
Q2 | $1.4K | Sell |
36
-138
| -79% | -$5.35K | ﹤0.01% | 2291 |
|
|
2023
Q1 | $7.54K | Sell |
174
-20
| -10% | -$866 | ﹤0.01% | 1634 |
|
|
2022
Q4 | $8.89K | Buy |
194
+137
| +240% | +$6.28K | ﹤0.01% | 1497 |
|
|
2022
Q3 | $2K | Buy |
57
+22
| +63% | +$772 | ﹤0.01% | 2009 |
|
|
2022
Q2 | $1K | Buy |
35
+3
| +9% | +$86 | ﹤0.01% | 2169 |
|
|
2022
Q1 | $1K | Buy |
+32
| New | +$1K | ﹤0.01% | 2184 |
|