LGT Financial 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 | $8.83K | Hold |
17
| – | – | 0.02% | 218 |
|
|
2025
Q1 | $7.5K | Sell |
17
-165
| -91% | -$72.8K | 0.02% | 189 |
|
|
2024
Q4 | $72.2K | Hold |
182
| – | – | 0.16% | 120 |
|
|
2024
Q3 | $68.5K | Sell |
182
-119
| -40% | -$44.8K | 0.17% | 97 |
|
|
2024
Q2 | $115K | Sell |
301
-585
| -66% | -$223K | 0.24% | 69 |
|
|
2024
Q1 | $282K | Sell |
886
-39
| -4% | -$12.4K | 0.33% | 61 |
|
|
2023
Q4 | $254K | Sell |
925
-78
| -8% | -$21.4K | 0.31% | 70 |
|
|
2023
Q3 | $272K | Sell |
1,003
-56
| -5% | -$15.2K | 0.35% | 63 |
|
|
2023
Q2 | $258K | Sell |
1,059
-38
| -3% | -$9.27K | 0.27% | 91 |
|
|
2023
Q1 | $237K | Buy |
1,097
+69
| +7% | +$14.9K | 0.44% | 68 |
|
|
2022
Q4 | $231K | Buy |
+1,028
| New | +$231K | 0.27% | 85 |
|