Concurrent Investment 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 | $1M | Sell |
1,964
-81
| -4% | -$41.3K | 0.02% | 590 |
|
|
2025
Q1 | $887K | Sell |
2,045
-302
| -13% | -$131K | 0.02% | 574 |
|
|
2024
Q4 | $930K | Sell |
2,347
-499
| -18% | -$198K | 0.03% | 506 |
|
|
2024
Q3 | $1.07M | Buy |
2,846
+7
| +0.2% | +$2.63K | 0.03% | 440 |
|
|
2024
Q2 | $1.08M | Sell |
2,839
-287
| -9% | -$110K | 0.04% | 405 |
|
|
2024
Q1 | $995K | Buy |
3,126
+697
| +29% | +$222K | 0.04% | 370 |
|
|
2023
Q4 | $667K | Buy |
+2,429
| New | +$667K | 0.03% | 418 |
|