Consolidated Planning Corp’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 | $3.06M | Buy |
5,989
+606
| +11% | +$309K | 0.38% | 81 |
|
2025
Q1 | $2.34M | Buy |
5,383
+4,342
| +417% | +$1.88M | 0.32% | 80 |
|
2024
Q4 | $412K | Buy |
1,041
+451
| +76% | +$179K | 0.06% | 141 |
|
2024
Q3 | $222K | Buy |
+590
| New | +$222K | 0.03% | 186 |
|
2021
Q4 | – | Sell |
-60
| Closed | -$11K | – | 122 |
|
2021
Q3 | $11K | Buy |
+60
| New | +$11K | 0.01% | 299 |
|