IFP Advisors’s Casey's General Stores CASY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $686K | Buy |
1,025
+428
| +72% | +$287K | 0.02% | 716 |
|
|
2025
Q1 | $265K | Buy |
597
+230
| +63% | +$102K | 0.01% | 1042 |
|
|
2024
Q4 | $151K | Buy |
367
+201
| +121% | +$82.7K | ﹤0.01% | 1275 |
|
|
2024
Q3 | $62.4K | Buy |
166
+57
| +52% | +$21.4K | ﹤0.01% | 1627 |
|
|
2024
Q2 | $41.6K | Buy |
109
+81
| +289% | +$30.9K | ﹤0.01% | 1757 |
|
|
2024
Q1 | $8.92K | Sell |
28
-24
| -46% | -$7.64K | ﹤0.01% | 2269 |
|
|
2023
Q4 | $14.3K | Sell |
52
-9
| -15% | -$2.47K | ﹤0.01% | 2052 |
|
|
2023
Q3 | $16.6K | Buy |
61
+1
| +2% | +$272 | ﹤0.01% | 2030 |
|
|
2023
Q2 | $14.6K | Buy |
60
+3
| +5% | +$732 | ﹤0.01% | 2154 |
|
|
2023
Q1 | $5.51K | Sell |
57
-70
| -55% | -$6.77K | ﹤0.01% | 2523 |
|
|
2022
Q4 | $14K | Sell |
127
-50
| -28% | -$5.51K | ﹤0.01% | 3138 |
|
|
2022
Q3 | $19K | Buy |
177
+17
| +11% | +$1.83K | ﹤0.01% | 3117 |
|
|
2022
Q2 | $18K | Hold |
160
| – | – | ﹤0.01% | 2926 |
|
|
2022
Q1 | $18K | Buy |
160
+40
| +33% | +$4.5K | ﹤0.01% | 2926 |
|
|
2021
Q4 | $24K | Hold |
120
| – | – | ﹤0.01% | 1824 |
|
|
2021
Q3 | $22K | Hold |
120
| – | – | ﹤0.01% | 1881 |
|
|
2021
Q2 | $23K | Hold |
120
| – | – | ﹤0.01% | 1859 |
|
|
2021
Q1 | $26K | Hold |
120
| – | – | ﹤0.01% | 1722 |
|
|
2020
Q4 | $22K | Buy |
120
+10
| +9% | +$1.83K | ﹤0.01% | 1752 |
|
|
2020
Q3 | $19K | Buy |
110
+11
| +11% | +$1.9K | ﹤0.01% | 1666 |
|
|
2020
Q2 | $14K | Hold |
99
| – | – | ﹤0.01% | 1680 |
|
|
2020
Q1 | $13K | Buy |
99
+61
| +161% | +$8.01K | ﹤0.01% | 1647 |
|
|
2019
Q4 | $6K | Sell |
38
-18
| -32% | -$2.84K | ﹤0.01% | 2098 |
|
|
2019
Q3 | $9K | Buy |
+56
| New | +$9K | ﹤0.01% | 2113 |
|
|
2019
Q1 | $8K | Sell |
63
-246
| -80% | -$31.2K | ﹤0.01% | 1699 |
|
|
2018
Q4 | $39K | Buy |
309
+35
| +13% | +$4.42K | ﹤0.01% | 1733 |
|
|
2018
Q3 | $35K | Buy |
274
+103
| +60% | +$13.2K | ﹤0.01% | 2084 |
|
|
2018
Q2 | $18K | Sell |
171
-500
| -75% | -$52.6K | ﹤0.01% | 2487 |
|
|
2018
Q1 | $75K | Hold |
671
| – | – | ﹤0.01% | 1553 |
|
|
2017
Q4 | $75K | Buy |
671
+69
| +11% | +$7.71K | ﹤0.01% | 1549 |
|
|
2017
Q3 | $66K | Sell |
602
-204
| -25% | -$22.4K | ﹤0.01% | 1805 |
|
|
2017
Q2 | $86K | Buy |
806
+6
| +0.8% | +$640 | ﹤0.01% | 1602 |
|
|
2017
Q1 | $90K | Sell |
800
-376
| -32% | -$42.3K | ﹤0.01% | 1541 |
|
|
2016
Q4 | $140K | Sell |
1,176
-127
| -10% | -$15.1K | 0.01% | 1236 |
|
|
2016
Q3 | $157K | Sell |
1,303
-18
| -1% | -$2.17K | 0.01% | 1119 |
|
|
2016
Q2 | $174K | Buy |
1,321
+1,258
| +1,997% | +$166K | 0.01% | 1037 |
|
|
2016
Q1 | $8K | Sell |
63
-392
| -86% | -$49.8K | ﹤0.01% | 1699 |
|
|
2015
Q4 | $55K | Buy |
+455
| New | +$55K | ﹤0.01% | 1542 |
|