Farther Finance 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 | $314K | Sell |
615
-99
| -14% | -$50.6K | 0.01% | 1157 |
|
|
2025
Q1 | $314K | Sell |
714
-683
| -49% | -$301K | 0.01% | 1018 |
|
|
2024
Q4 | $553K | Sell |
1,397
-160
| -10% | -$63.4K | 0.02% | 551 |
|
|
2024
Q3 | $585K | Buy |
1,557
+18
| +1% | +$6.76K | 0.02% | 530 |
|
|
2024
Q2 | $581K | Buy |
1,539
+60
| +4% | +$22.6K | 0.03% | 436 |
|
|
2024
Q1 | $466K | Buy |
1,479
+1,115
| +306% | +$352K | 0.03% | 415 |
|
|
2023
Q4 | $100K | Buy |
364
+356
| +4,450% | +$97.8K | 0.01% | 803 |
|
|
2023
Q3 | $2.17K | Buy |
8
+2
| +33% | +$543 | ﹤0.01% | 1826 |
|
|
2023
Q2 | $1.46K | Buy |
6
+4
| +200% | +$975 | ﹤0.01% | 1861 |
|
|
2023
Q1 | $433 | Buy |
+2
| New | +$433 | ﹤0.01% | 2041 |
|