Lido 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 | $4.51M | Buy |
8,840
+7,936
| +878% | +$4.05M | 0.02% | 373 |
|
|
2025
Q1 | $392K | Buy |
+904
| New | +$392K | ﹤0.01% | 1023 |
|
|
2024
Q1 | – | Sell |
-3,270
| Closed | -$898K | – | 1215 |
|
|
2023
Q4 | $898K | Buy |
3,270
+2,464
| +306% | +$677K | 0.01% | 597 |
|
|
2023
Q3 | $219K | Buy |
+806
| New | +$219K | ﹤0.01% | 936 |
|
|
2023
Q2 | – | Sell |
-8,103
| Closed | -$1.75M | – | 1053 |
|
|
2023
Q1 | $1.75M | Buy |
8,103
+3,241
| +67% | +$702K | 0.02% | 343 |
|
|
2022
Q4 | $1.09M | Buy |
4,862
+1,152
| +31% | +$258K | 0.01% | 356 |
|
|
2022
Q3 | $751K | Buy |
+3,710
| New | +$751K | 0.01% | 394 |
|