Lindbrook Capital’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
Q1
$3.94K Hold
2024
Q4
$3.72K Hold
2024
Q3
$3.77K Hold
2024
Q2
$3.65K Buy
2024
Q1
$3.85K Hold
2023
Q4
$3.6K Buy
2023
Q3
$782 Sell
2023
Q2
$1.4K Sell
2023
Q1
$7.54K Sell
2022
Q4
$8.89K Buy
2022
Q3
$2K Buy
2022
Q2
$1K Buy
2022
Q1
$1K Buy