Kingsview 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 | $308K | Buy |
604
+6
| +1% | +$3.06K | 0.01% | 932 |
|
|
2025
Q1 | $260K | Buy |
598
+90
| +18% | +$39.1K | ﹤0.01% | 942 |
|
|
2024
Q4 | $201K | Buy |
+508
| New | +$201K | ﹤0.01% | 1057 |
|
|
2022
Q2 | – | Sell |
-5,524
| Closed | -$1.09M | – | 816 |
|
|
2022
Q1 | $1.09M | Hold |
5,524
| – | – | 0.05% | 363 |
|
|
2021
Q4 | $1.09M | Sell |
5,524
-200
| -3% | -$39.5K | 0.05% | 366 |
|
|
2021
Q3 | $1.08M | Sell |
5,724
-93
| -2% | -$17.5K | 0.05% | 351 |
|
|
2021
Q2 | $1.14M | Buy |
+5,817
| New | +$1.14M | 0.06% | 343 |
|