JFS Wealth 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 | $36.2K | Hold |
71
| – | – | ﹤0.01% | 533 |
|
|
2025
Q1 | $30.8K | Hold |
71
| – | – | ﹤0.01% | 565 |
|
|
2024
Q4 | $28.1K | Hold |
71
| – | – | ﹤0.01% | 563 |
|
|
2024
Q3 | $26.7K | Buy |
71
+1
| +1% | +$376 | ﹤0.01% | 583 |
|
|
2024
Q2 | $26.7K | Hold |
70
| – | – | ﹤0.01% | 536 |
|
|
2024
Q1 | $22.3K | Sell |
70
-1
| -1% | -$318 | ﹤0.01% | 605 |
|
|
2023
Q4 | $19.5K | Hold |
71
| – | – | ﹤0.01% | 590 |
|
|
2023
Q3 | $19.3K | Buy |
71
+1
| +1% | +$272 | ﹤0.01% | 558 |
|
|
2023
Q2 | $17.1K | Sell |
70
-1
| -1% | -$244 | ﹤0.01% | 579 |
|
|
2023
Q1 | $15.4K | Sell |
71
-2
| -3% | -$433 | ﹤0.01% | 588 |
|
|
2022
Q4 | $16.4K | Hold |
73
| – | – | ﹤0.01% | 575 |
|
|
2022
Q3 | $15K | Buy |
73
+4
| +6% | +$822 | ﹤0.01% | 626 |
|
|
2022
Q2 | $13K | Buy |
69
+4
| +6% | +$754 | ﹤0.01% | 688 |
|
|
2022
Q1 | $13K | Buy |
65
+56
| +622% | +$11.2K | ﹤0.01% | 705 |
|
|
2021
Q4 | $2K | Buy |
+9
| New | +$2K | ﹤0.01% | 1043 |
|
|
2021
Q2 | – | Sell |
-17
| Closed | -$4K | – | 601 |
|
|
2021
Q1 | $4K | Buy |
+17
| New | +$4K | ﹤0.01% | 479 |
|