Sequoia Financial 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 | $1.65M | Buy |
3,232
+372
| +13% | +$190K | 0.01% | 517 |
|
2025
Q1 | $1.24M | Sell |
2,860
-91
| -3% | -$39.5K | 0.01% | 549 |
|
2024
Q4 | $1.17M | Buy |
2,951
+252
| +9% | +$99.9K | 0.01% | 533 |
|
2024
Q3 | $1.01M | Buy |
2,699
+484
| +22% | +$182K | 0.01% | 539 |
|
2024
Q2 | $845K | Buy |
2,215
+362
| +20% | +$138K | 0.01% | 520 |
|
2024
Q1 | $590K | Buy |
+1,853
| New | +$590K | 0.01% | 629 |
|