Smartleaf Asset Management’s Cass Information Systems CASS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $707 | Sell |
16
-30
| -65% | -$1.33K | ﹤0.01% | 2537 |
|
|
2025
Q1 | $1.95K | Hold |
46
| – | – | ﹤0.01% | 2477 |
|
|
2024
Q4 | $1.87K | Sell |
46
-83
| -64% | -$3.37K | ﹤0.01% | 2551 |
|
|
2024
Q3 | $5.34K | Buy |
129
+27
| +26% | +$1.12K | ﹤0.01% | 2092 |
|
|
2024
Q2 | $4.05K | Buy |
+102
| New | +$4.05K | ﹤0.01% | 1897 |
|