Financial Advocates Investment Management’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 | – | Sell |
-1,813
| Closed | -$787K | – | 630 |
|
|
2025
Q1 | $787K | Buy |
1,813
+10
| +0.6% | +$4.34K | 0.06% | 328 |
|
|
2024
Q4 | $714K | Buy |
1,803
+4
| +0.2% | +$1.59K | 0.04% | 371 |
|
|
2024
Q3 | $676K | Buy |
1,799
+42
| +2% | +$15.8K | 0.04% | 390 |
|
|
2024
Q2 | $670K | Buy |
1,757
+326
| +23% | +$124K | 0.04% | 368 |
|
|
2024
Q1 | $456K | Buy |
1,431
+451
| +46% | +$144K | 0.03% | 472 |
|
|
2023
Q4 | $269K | Buy |
980
+23
| +2% | +$6.32K | 0.02% | 588 |
|
|
2023
Q3 | $260K | Buy |
+957
| New | +$260K | 0.02% | 566 |
|