Avantax Planning Partners’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
Q3 | $2.31M | Hold |
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|
2025
Q2 | $2.09M | Hold |
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|
2025
Q1 | $1.78M | Buy |
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|
2024
Q4 | $1.52M | Buy |
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|
2024
Q3 | $1.4M | Sell |
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|
2024
Q2 | $1.56M | Hold |
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|
2024
Q1 | $1.31M | Sell |
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|
2023
Q4 | $1.18M | Sell |
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|
2023
Q3 | $1.38M | Buy |
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|
2023
Q2 | $1.04M | Buy |
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|
2023
Q1 | $923K | Buy |
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|
2022
Q4 | $376K | Sell |
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|
2022
Q3 | $344K | Sell |
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|
2022
Q2 | $321K | Buy |
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|
2022
Q1 | $343K | Buy |
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|
2021
Q4 | $337K | Sell |
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|
2021
Q3 | $329K | Hold |
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|
2021
Q2 | $339K | Hold |
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|
2021
Q1 | $377K | Buy |
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|
2020
Q4 | $289K | Sell |
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|
2020
Q3 | $413K | Buy |
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|
2020
Q2 | $288K | Hold |
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|
2020
Q1 | $255K | Buy |
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|
2019
Q4 | $258K | Sell |
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|
2019
Q3 | $402K | Hold |
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|
2019
Q2 | $393K | Buy |
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|
2019
Q1 | $296K | Buy |
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|
2018
Q4 | $220K | Sell |
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|
2018
Q3 | $281K | Buy |
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|
2018
Q2 | $222K | Sell |
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|
2018
Q1 | $239K | Buy |
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|
2017
Q4 | $242K | Sell |
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|
2017
Q3 | $294K | Hold |
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|
2017
Q2 | $288K | Buy |
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|
2017
Q1 | $274K | Sell |
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|
2016
Q4 | $412K | Buy |
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