Principal Securities’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 | $1.54M | Buy |
3,015
+258
| +9% | +$132K | 0.03% | 489 |
|
2025
Q1 | $1.09M | Hold |
2,757
| – | – | 0.02% | 524 |
|
2024
Q4 | $1.09M | Buy |
2,757
+453
| +20% | +$180K | 0.02% | 520 |
|
2024
Q3 | $866K | Buy |
2,304
+28
| +1% | +$10.5K | 0.02% | 574 |
|
2024
Q2 | $869K | Buy |
2,276
+388
| +21% | +$148K | 0.02% | 512 |
|
2024
Q1 | $601K | Sell |
1,888
-535
| -22% | -$170K | 0.02% | 597 |
|
2023
Q4 | $666K | Buy |
+2,423
| New | +$666K | 0.02% | 512 |
|