Atria Wealth Solutions’s Casey's General Stores CASY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.66M Sell
3,255
-6,478
-67% -$3.31M 0.04% 469
2025
Q1
$4.22M Buy
9,733
+930
+11% +$404K 0.05% 392
2024
Q4
$3.49M Buy
8,803
+276
+3% +$109K 0.04% 456
2024
Q3
$3.2M Buy
8,527
+5,440
+176% +$2.04M 0.03% 475
2024
Q2
$1.18M Buy
3,087
+688
+29% +$263K 0.01% 817
2024
Q1
$764K Buy
2,399
+31
+1% +$9.87K 0.01% 1033
2023
Q4
$651K Buy
2,368
+783
+49% +$215K 0.01% 1068
2023
Q3
$430K Buy
+1,585
New +$430K 0.01% 1197