Rothschild Investment LLC’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
$1.09K Hold
25
﹤0.01% 2428
2025
Q1
$1.08K Hold
25
﹤0.01% 2292
2024
Q4
$1.02K Buy
+25
New +$1.02K ﹤0.01% 2205
2024
Q3
Sell
-5
Closed -$200 2911
2024
Q2
$200 Buy
+5
New +$200 ﹤0.01% 2489