Bogart Wealth LLC’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 | $13.3K | Hold |
26
| – | – | ﹤0.01% | 724 |
|
2025
Q1 | $11.3K | Sell |
26
-1
| -4% | -$434 | ﹤0.01% | 714 |
|
2024
Q4 | $10.7K | Buy |
27
+9
| +50% | +$3.57K | ﹤0.01% | 716 |
|
2024
Q3 | $6.76K | Hold |
18
| – | – | ﹤0.01% | 771 |
|
2024
Q2 | $6.87K | Hold |
18
| – | – | ﹤0.01% | 724 |
|
2024
Q1 | $5.73K | Hold |
18
| – | – | ﹤0.01% | 740 |
|
2023
Q4 | $4.95K | Hold |
18
| – | – | ﹤0.01% | 749 |
|
2023
Q3 | $4.89K | Hold |
18
| – | – | ﹤0.01% | 720 |
|
2023
Q2 | $4.39K | Hold |
18
| – | – | ﹤0.01% | 741 |
|
2023
Q1 | $3.9K | Buy |
+18
| New | +$3.9K | ﹤0.01% | 772 |
|