Summit Securities Group’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 | $252K | Buy |
494
+421
| +577% | +$215K | 0.05% | 130 |
|
|
2025
Q1 | $31.7K | Buy |
+73
| New | +$31.7K | 0.01% | 287 |
|
|
2024
Q4 | – | Sell |
-74
| Closed | -$28K | – | 541 |
|
|
2024
Q3 | $28K | Buy |
+74
| New | +$28K | 0.01% | 196 |
|
|
2023
Q2 | – | Sell |
-2
| Closed | – | – | 757 |
|
|
2023
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 697 |
|
|
2017
Q3 | – | Sell |
-7,617
| Closed | -$816K | – | 131 |
|
|
2017
Q2 | $816K | Buy |
+7,617
| New | +$816K | 0.15% | 59 |
|
|
2016
Q4 | – | Sell |
-5,992
| Closed | -$720K | – | 219 |
|
|
2016
Q3 | $720K | Buy |
+5,992
| New | +$720K | 0.24% | 33 |
|
|
2013
Q3 | – | Sell |
-1,600
| Closed | -$96K | – | 321 |
|
|
2013
Q2 | $96K | Buy |
+1,600
| New | +$96K | 0.05% | 122 |
|