Atria Investments’s Casey's General Stores CASY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.02M | Buy |
7,871
+178
| +2% | +$90.8K | 0.05% | 452 |
|
|
2025
Q1 | $3.34M | Buy |
7,693
+4,625
| +151% | +$2.01M | 0.04% | 504 |
|
|
2024
Q4 | $1.22M | Sell |
3,068
-130
| -4% | -$51.5K | 0.02% | 881 |
|
|
2024
Q3 | $1.2M | Buy |
3,198
+100
| +3% | +$37.6K | 0.01% | 884 |
|
|
2024
Q2 | $1.18M | Buy |
+3,098
| New | +$1.18M | 0.02% | 852 |
|
|
2020
Q1 | – | Sell |
-2,545
| Closed | -$405K | – | 639 |
|
|
2019
Q4 | $405K | Sell |
2,545
-257
| -9% | -$40.9K | 0.01% | 860 |
|
|
2019
Q3 | $452K | Buy |
2,802
+1,044
| +59% | +$168K | 0.02% | 612 |
|
|
2019
Q2 | $289K | Buy |
+1,758
| New | +$289K | 0.01% | 754 |
|