Ritholtz Wealth Management’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 | $930K | Buy |
1,823
+222
| +14% | +$113K | 0.02% | 467 |
|
2025
Q1 | $695K | Sell |
1,601
-2
| -0.1% | -$868 | 0.02% | 499 |
|
2024
Q4 | $635K | Sell |
1,603
-33
| -2% | -$13.1K | 0.02% | 488 |
|
2024
Q3 | $615K | Buy |
1,636
+77
| +5% | +$28.9K | 0.02% | 509 |
|
2024
Q2 | $595K | Sell |
1,559
-84
| -5% | -$32.1K | 0.02% | 467 |
|
2024
Q1 | $523K | Sell |
1,643
-753
| -31% | -$240K | 0.02% | 516 |
|
2023
Q4 | $658K | Buy |
2,396
+498
| +26% | +$137K | 0.03% | 426 |
|
2023
Q3 | $515K | Buy |
+1,898
| New | +$515K | 0.02% | 450 |
|