Avantax Advisory Services’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 | $1.15M | Buy |
2,249
+232
| +12% | +$118K | 0.01% | 1084 |
|
|
2025
Q1 | $876K | Buy |
2,017
+165
| +9% | +$71.6K | 0.01% | 1169 |
|
|
2024
Q4 | $734K | Sell |
1,852
-70
| -4% | -$27.7K | ﹤0.01% | 1213 |
|
|
2024
Q3 | $722K | Sell |
1,922
-440
| -19% | -$165K | ﹤0.01% | 1192 |
|
|
2024
Q2 | $901K | Buy |
2,362
+1,654
| +234% | +$631K | 0.01% | 1042 |
|
|
2024
Q1 | $226K | Buy |
+708
| New | +$226K | ﹤0.01% | 1472 |
|
|
2020
Q4 | – | Sell |
-3,554
| Closed | -$635K | – | 989 |
|
|
2020
Q3 | $635K | Buy |
+3,554
| New | +$635K | 0.01% | 712 |
|