Avantax Advisory Services’s Casey's General Stores CASY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.15M Buy
2,249
+232
+12% +$107K 0.01% 1084
2025
Q1
$876K Buy
2,017
+165
+9% +$67.6K 0.01% 1169
2024
Q4
$734K Sell
1,852
-70
-4% -$28.2K ﹤0.01% 1213
2024
Q3
$722K Sell
1,922
-440
-19% -$165K ﹤0.01% 1192
2024
Q2
$901K Buy
2,362
+1,654
+234% +$552K 0.01% 1042
2024
Q1
$226K Buy
+708
New +$207K ﹤0.01% 1473
2020
Q4
Sell
-3,554
Closed -$635K 989
2020
Q3
$635K Buy
+3,554
New +$600K 0.01% 712

Other funds holding CASY

Avantax Advisory Services's CASY Position: Q2 2025 in Review

Avantax Advisory Services increased its Casey's General Stores (CASY) stake by 12% in Q2 2025, buying an estimated $107K and bringing the position to 2,249 shares worth $1.15M. The position accounts for 0.01% of the portfolio, ranked #1084.

Avantax Advisory Services first reported a position in CASY in Q3 2020 and has held it in 7 quarters since. 791 funds tracked by Wall St. Rank hold CASY as of Q2 2025.

  • Avantax Advisory Services held 2,249 shares of Casey's General Stores worth $1.15M as of Q2 2025.
  • Avantax Advisory Services bought 232 Casey's General Stores shares in Q2 2025, an estimated $107K.
  • Casey's General Stores made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1084 holding.
  • Avantax Advisory Services first reported a position in Casey's General Stores in Q3 2020 and has held it in 7 quarters since.
  • 791 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.