Principal Securities’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
Q2 | $2.43K | Hold |
56
| – | – | ﹤0.01% | 3083 |
|
|
2025
Q1 | $2.29K | Hold |
56
| – | – | ﹤0.01% | 3011 |
|
|
2024
Q4 | $2.29K | Hold |
56
| – | – | ﹤0.01% | 3005 |
|
|
2024
Q3 | $2.32K | Hold |
56
| – | – | ﹤0.01% | 2908 |
|
|
2024
Q2 | $2.24K | Buy |
56
+5
| +10% | +$200 | ﹤0.01% | 2882 |
|
|
2024
Q1 | $2.46K | Hold |
51
| – | – | ﹤0.01% | 2822 |
|
|
2023
Q4 | $2.3K | Buy |
+51
| New | +$2.3K | ﹤0.01% | 2775 |
|