APP
Avantax Planning Partners’s Casey's General Stores CASY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.09M | Hold |
4,091
| – | – | 0.07% | 128 |
|
|
2025
Q1 | $1.78M | Buy |
4,091
+244
| +6% | +$106K | 0.06% | 137 |
|
|
2024
Q4 | $1.52M | Buy |
3,847
+130
| +3% | +$51.5K | 0.06% | 141 |
|
|
2024
Q3 | $1.4M | Sell |
3,717
-384
| -9% | -$144K | 0.05% | 155 |
|
|
2024
Q2 | $1.56M | Hold |
4,101
| – | – | 0.05% | 162 |
|
|
2024
Q1 | $1.31M | Sell |
4,101
-182
| -4% | -$58K | 0.04% | 189 |
|
|
2023
Q4 | $1.18M | Sell |
4,283
-800
| -16% | -$220K | 0.04% | 161 |
|
|
2023
Q3 | $1.38M | Buy |
5,083
+800
| +19% | +$217K | 0.06% | 136 |
|
|
2023
Q2 | $1.04M | Buy |
4,283
+17
| +0.4% | +$4.15K | 0.04% | 159 |
|
|
2023
Q1 | $923K | Buy |
4,266
+2,590
| +155% | +$561K | 0.04% | 174 |
|
|
2022
Q4 | $376K | Sell |
1,676
-25
| -1% | -$5.61K | 0.01% | 267 |
|
|
2022
Q3 | $344K | Sell |
1,701
-35
| -2% | -$7.08K | 0.02% | 267 |
|
|
2022
Q2 | $321K | Buy |
1,736
+6
| +0.3% | +$1.11K | 0.01% | 265 |
|
|
2022
Q1 | $343K | Buy |
1,730
+25
| +1% | +$4.96K | 0.01% | 259 |
|
|
2021
Q4 | $337K | Sell |
1,705
-39
| -2% | -$7.71K | 0.01% | 262 |
|
|
2021
Q3 | $329K | Hold |
1,744
| – | – | 0.02% | 241 |
|
|
2021
Q2 | $339K | Hold |
1,744
| – | – | 0.02% | 242 |
|
|
2021
Q1 | $377K | Buy |
1,744
+124
| +8% | +$26.8K | 0.02% | 215 |
|
|
2020
Q4 | $289K | Sell |
1,620
-707
| -30% | -$126K | 0.01% | 232 |
|
|
2020
Q3 | $413K | Buy |
2,327
+400
| +21% | +$71K | 0.02% | 199 |
|
|
2020
Q2 | $288K | Hold |
1,927
| – | – | 0.02% | 220 |
|
|
2020
Q1 | $255K | Buy |
1,927
+307
| +19% | +$40.6K | 0.02% | 223 |
|
|
2019
Q4 | $258K | Sell |
1,620
-875
| -35% | -$139K | 0.02% | 251 |
|
|
2019
Q3 | $402K | Hold |
2,495
| – | – | 0.02% | 199 |
|
|
2019
Q2 | $393K | Buy |
2,495
+200
| +9% | +$31.5K | 0.03% | 199 |
|
|
2019
Q1 | $296K | Buy |
2,295
+582
| +34% | +$75.1K | 0.02% | 231 |
|
|
2018
Q4 | $220K | Sell |
1,713
-465
| -21% | -$59.7K | 0.02% | 244 |
|
|
2018
Q3 | $281K | Buy |
2,178
+67
| +3% | +$8.64K | 0.02% | 200 |
|
|
2018
Q2 | $222K | Sell |
2,111
-67
| -3% | -$7.05K | 0.02% | 219 |
|
|
2018
Q1 | $239K | Buy |
2,178
+14
| +0.6% | +$1.54K | 0.02% | 269 |
|
|
2017
Q4 | $242K | Sell |
2,164
-524
| -19% | -$58.6K | 0.02% | 265 |
|
|
2017
Q3 | $294K | Hold |
2,688
| – | – | 0.02% | 273 |
|
|
2017
Q2 | $288K | Buy |
2,688
+250
| +10% | +$26.8K | 0.02% | 261 |
|
|
2017
Q1 | $274K | Sell |
2,438
-1,024
| -30% | -$115K | 0.02% | 252 |
|
|
2016
Q4 | $412K | Buy |
+3,462
| New | +$412K | 0.04% | 186 |
|