Regal Investment 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 | $731K | Buy |
1,433
+140
| +11% | +$71.4K | 0.05% | 283 |
|
|
2025
Q1 | $561K | Buy |
1,293
+111
| +9% | +$48.2K | 0.05% | 303 |
|
|
2024
Q4 | $468K | Buy |
1,182
+48
| +4% | +$19K | 0.04% | 334 |
|
|
2024
Q3 | $426K | Buy |
1,134
+348
| +44% | +$131K | 0.03% | 378 |
|
|
2024
Q2 | $300K | Buy |
+786
| New | +$300K | 0.02% | 460 |
|
|
2015
Q4 | – | Sell |
-828
| Closed | -$85K | – | 356 |
|
|
2015
Q3 | $85K | Buy |
+828
| New | +$85K | 0.02% | 368 |
|