Clearstead Advisors’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 | $94.4K | Buy |
185
+65
| +54% | +$33.2K | ﹤0.01% | 1076 |
|
|
2025
Q1 | $52.1K | Buy |
120
+73
| +155% | +$31.7K | ﹤0.01% | 1161 |
|
|
2024
Q4 | $18.6K | Sell |
47
-19
| -29% | -$7.53K | ﹤0.01% | 1407 |
|
|
2024
Q3 | $24.8K | Sell |
66
-33
| -33% | -$12.4K | ﹤0.01% | 1366 |
|
|
2024
Q2 | $37.8K | Buy |
99
+54
| +120% | +$20.6K | ﹤0.01% | 1225 |
|
|
2024
Q1 | $15.3K | Buy |
45
+10
| +29% | +$3.4K | ﹤0.01% | 987 |
|
|
2023
Q4 | $9.62K | Sell |
35
-5
| -13% | -$1.37K | ﹤0.01% | 1065 |
|
|
2023
Q3 | $10.9K | Buy |
40
+20
| +100% | +$5.43K | ﹤0.01% | 1109 |
|
|
2023
Q2 | $4.88K | Hold |
20
| – | – | ﹤0.01% | 1053 |
|
|
2023
Q1 | $4.33K | Buy |
20
+10
| +100% | +$2.17K | ﹤0.01% | 1037 |
|
|
2022
Q4 | $2.24K | Buy |
+10
| New | +$2.24K | ﹤0.01% | 1071 |
|