Kestra Private Wealth Services’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
Q1
Sell
-1,948
Closed -$772K 1515
2024
Q4
$772K Sell
1,948
-854
-30% -$338K 0.01% 746
2024
Q3
$1.05M Buy
2,802
+1,845
+193% +$693K 0.02% 601
2024
Q2
$365K Buy
957
+320
+50% +$122K 0.01% 962
2024
Q1
$203K Buy
+637
New +$203K ﹤0.01% 1192