Phoenix Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,300
| Closed | -$413K | – | 357 |
|
|
2024
Q1 | $413K | Buy |
+1,300
| New | +$413K | 0.01% | 285 |
|
|
2021
Q4 | – | Sell |
-6,412
| Closed | -$1.23M | – | 379 |
|
|
2021
Q3 | $1.23M | Buy |
+6,412
| New | +$1.23M | 0.02% | 248 |
|
|
2021
Q2 | – | Sell |
-9,914
| Closed | -$2.16M | – | 310 |
|
|
2021
Q1 | $2.16M | Buy |
+9,914
| New | +$2.16M | 0.05% | 210 |
|