Schechter Investment Advisors’s Casey's General Stores CASY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $370K | Sell |
852
-118
| -12% | -$51.2K | 0.03% | 429 |
|
|
2024
Q4 | $384K | Sell |
970
-160
| -14% | -$63.4K | 0.03% | 437 |
|
|
2024
Q3 | $425K | Buy |
1,130
+4
| +0.4% | +$1.5K | 0.03% | 430 |
|
|
2024
Q2 | $430K | Buy |
1,126
+17
| +2% | +$6.49K | 0.03% | 406 |
|
|
2024
Q1 | $353K | Buy |
1,109
+6
| +0.5% | +$1.91K | 0.03% | 461 |
|
|
2023
Q4 | $303K | Buy |
1,103
+21
| +2% | +$5.77K | 0.03% | 463 |
|
|
2023
Q3 | $294K | Buy |
1,082
+9
| +0.8% | +$2.44K | 0.03% | 454 |
|
|
2023
Q2 | $262K | Buy |
1,073
+24
| +2% | +$5.85K | 0.02% | 517 |
|
|
2023
Q1 | $227K | Sell |
1,049
-70
| -6% | -$15.2K | 0.02% | 585 |
|
|
2022
Q4 | $251K | Buy |
+1,119
| New | +$251K | 0.02% | 690 |
|