Raymond James Financial’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
$218K Sell
5,026
-79
-2% -$3.43K ﹤0.01% 4440
2025
Q1
$221K Sell
5,105
-1,646
-24% -$71.2K ﹤0.01% 4336
2024
Q4
$276K Buy
+6,751
New +$276K ﹤0.01% 4204