Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Casey's General Stores CASY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.2M Sell
8,233
-114
-1% -$58.2K 0.59% 39
2025
Q1
$3.62M Sell
8,347
-552
-6% -$240K 0.56% 37
2024
Q4
$3.53M Buy
+8,899
New +$3.53M 0.57% 35
2024
Q3
Sell
-9,098
Closed -$3.47M 61
2024
Q2
$3.47M Sell
9,098
-38
-0.4% -$14.5K 0.68% 36
2024
Q1
$2.91M Buy
9,136
+7,707
+539% +$2.45M 0.59% 33
2023
Q4
$393K Sell
1,429
-7,626
-84% -$2.1M 1.78% 19
2023
Q3
$2.46M Buy
+9,055
New +$2.46M 0.58% 30
2021
Q4
Sell
-10,935
Closed -$2.06M 38
2021
Q3
$2.06M Sell
10,935
-147
-1% -$27.7K 0.62% 24
2021
Q2
$2.16M Sell
11,082
-1,364
-11% -$265K 0.65% 26
2021
Q1
$2.69M Sell
12,446
-839
-6% -$181K 0.94% 22
2020
Q4
$2.37M Buy
+13,285
New +$2.37M 0.91% 26