Geneos Wealth 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 | $84.2K | Sell |
165
-299
| -64% | -$153K | ﹤0.01% | 1321 |
|
|
2025
Q1 | $201K | Buy |
464
+383
| +473% | +$166K | ﹤0.01% | 1227 |
|
|
2024
Q4 | $32.1K | Sell |
81
-10
| -11% | -$3.96K | ﹤0.01% | 1513 |
|
|
2024
Q3 | $34.2K | Buy |
91
+38
| +72% | +$14.3K | ﹤0.01% | 1343 |
|
|
2024
Q2 | $20.2K | Buy |
+53
| New | +$20.2K | ﹤0.01% | 1352 |
|
|
2024
Q1 | – | Sell |
-2
| Closed | -$549 | – | 2138 |
|
|
2023
Q4 | $549 | Buy |
+2
| New | +$549 | ﹤0.01% | 2084 |
|
|
2022
Q1 | – | Sell |
-10
| Closed | -$1K | – | 2780 |
|
|
2021
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 2647 |
|
|
2017
Q2 | – | Sell |
-425
| Closed | -$47K | – | 2078 |
|
|
2017
Q1 | $47K | Sell |
425
-326
| -43% | -$36.1K | ﹤0.01% | 905 |
|
|
2016
Q4 | $89K | Sell |
751
-23
| -3% | -$2.73K | 0.01% | 643 |
|
|
2016
Q3 | $93K | Buy |
774
+341
| +79% | +$41K | 0.01% | 623 |
|
|
2016
Q2 | $56K | Sell |
433
-72
| -14% | -$9.31K | 0.01% | 764 |
|
|
2016
Q1 | $57K | Buy |
+505
| New | +$57K | 0.01% | 760 |
|