Fortem Financial Group’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 | $891K | Sell |
1,747
-1,038
| -37% | -$530K | 0.29% | 78 |
|
|
2025
Q1 | $1.21M | Sell |
2,785
-522
| -16% | -$227K | 0.47% | 63 |
|
|
2024
Q4 | $1.31M | Buy |
3,307
+125
| +4% | +$49.5K | 0.51% | 55 |
|
|
2024
Q3 | $1.2M | Sell |
3,182
-1,376
| -30% | -$517K | 0.49% | 61 |
|
|
2024
Q2 | $1.74M | Buy |
4,558
+95
| +2% | +$36.3K | 0.75% | 37 |
|
|
2024
Q1 | $1.42M | Buy |
4,463
+476
| +12% | +$152K | 0.62% | 49 |
|
|
2023
Q4 | $1.1M | Buy |
3,987
+674
| +20% | +$185K | 0.55% | 60 |
|
|
2023
Q3 | $900K | Buy |
3,313
+1,858
| +128% | +$504K | 0.53% | 59 |
|
|
2023
Q2 | $355K | Buy |
+1,455
| New | +$355K | 0.21% | 115 |
|