Salem Investment Counselors’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 | $77.7K | Hold |
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|
2025
Q2 | $85.8K | Hold |
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|
2025
Q1 | $85.4K | Hold |
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|
2024
Q4 | $80.8K | Sell |
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|
2024
Q3 | $107K | Hold |
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|
2024
Q2 | $103K | Hold |
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|
2024
Q1 | $124K | Sell |
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|
2023
Q4 | $143K | Sell |
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|
2023
Q3 | $1.03M | Sell |
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|
2023
Q2 | $1.24M | Sell |
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|
2023
Q1 | $2.48M | Sell |
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|
2022
Q4 | $3.84M | Hold |
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|
2022
Q3 | $2.9M | Buy |
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|
2022
Q2 | $2.19M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $0 | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $0 | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $0 | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $0 | Hold |
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|
2016
Q3 | $2 | Buy |
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