Cary Street Partners Investment Advisory’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 | $519K | Buy |
1,017
+10
| +1% | +$5.1K | 0.25% | 94 |
|
|
2025
Q1 | $437K | Sell |
1,007
-20
| -2% | -$8.68K | 0.25% | 102 |
|
|
2024
Q4 | $407K | Sell |
1,027
-152
| -13% | -$60.2K | 0.27% | 96 |
|
|
2024
Q3 | $443K | Sell |
1,179
-76
| -6% | -$28.6K | 0.02% | 525 |
|
|
2024
Q2 | $479K | Sell |
1,255
-15
| -1% | -$5.72K | 0.02% | 482 |
|
|
2024
Q1 | $404K | Buy |
1,270
+1
| +0.1% | +$318 | 0.02% | 502 |
|
|
2023
Q4 | $349K | Buy |
+1,269
| New | +$349K | 0.02% | 500 |
|