Stifel Financial’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 | $259K | Sell |
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|
2025
Q2 | $308K | Sell |
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|
2025
Q1 | $339K | Sell |
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|
2024
Q4 | $386K | Sell |
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|
2024
Q3 | $445K | Sell |
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|
2024
Q2 | $437K | Sell |
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|
2024
Q1 | $628K | Sell |
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|
2023
Q4 | $727K | Sell |
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|
2023
Q3 | $717K | Buy |
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|
2023
Q2 | $577K | Sell |
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|
2023
Q1 | $659K | Buy |
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|
2022
Q4 | $506K | Buy |
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|
2022
Q3 | $337K | Buy |
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|
2022
Q2 | $317K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $278K | Buy |
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|
2021
Q3 | $273K | Buy |
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|
2021
Q2 | $221K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $551K | Sell |
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|
2020
Q3 | $598K | Buy |
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