Center for Financial Planning’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 | $2.04K | Hold |
4
| – | – | ﹤0.01% | 556 |
|
2025
Q1 | $1.74K | Hold |
4
| – | – | ﹤0.01% | 595 |
|
2024
Q4 | $1.59K | Buy |
+4
| New | +$1.59K | ﹤0.01% | 557 |
|
2023
Q1 | – | Sell |
-17
| Closed | -$3.81K | – | 542 |
|
2022
Q4 | $3.81K | Buy |
17
+4
| +31% | +$897 | ﹤0.01% | 427 |
|
2022
Q3 | $3K | Buy |
+13
| New | +$3K | ﹤0.01% | 460 |
|
2020
Q2 | – | Sell |
-70
| Closed | -$9K | – | 473 |
|
2020
Q1 | $9K | Buy |
+70
| New | +$9K | ﹤0.01% | 340 |
|