LPL Financial’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
Q3 | $794K | Buy |
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|
2025
Q2 | $852K | Buy |
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|
2025
Q1 | $772K | Buy |
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|
2024
Q4 | $610K | Buy |
|
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|
2024
Q3 | $578K | Buy |
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|
2024
Q2 | $552K | Buy |
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|
2024
Q1 | $573K | Buy |
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|
2023
Q4 | $535K | Buy |
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|
2023
Q3 | $415K | Buy |
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|
2023
Q2 | $399K | Buy |
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|
2023
Q1 | $441K | Buy |
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|
2022
Q4 | $462K | Buy |
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|
2022
Q3 | $332K | Buy |
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|
2022
Q2 | $299K | Buy |
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|
2022
Q1 | $309K | Buy |
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|
2021
Q4 | $271K | Buy |
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|
2021
Q3 | $225K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $508K | Buy |
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|
2016
Q2 | $445K | Buy |
|