United Capital 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 | $296K | Sell |
580
-79
| -12% | -$40.3K | ﹤0.01% | 923 |
|
|
2025
Q1 | $286K | Sell |
659
-9,042
| -93% | -$3.92M | ﹤0.01% | 895 |
|
|
2024
Q4 | $3.84M | Buy |
9,701
+9,140
| +1,629% | +$3.62M | 0.03% | 299 |
|
|
2024
Q3 | $211K | Sell |
561
-29
| -5% | -$10.9K | ﹤0.01% | 993 |
|
|
2024
Q2 | $225K | Buy |
+590
| New | +$225K | ﹤0.01% | 939 |
|
|
2017
Q3 | – | Sell |
-3,970
| Closed | -$425K | – | 1310 |
|
|
2017
Q2 | $425K | Buy |
3,970
+667
| +20% | +$71.4K | ﹤0.01% | 970 |
|
|
2017
Q1 | $371K | Buy |
3,303
+1,271
| +63% | +$143K | ﹤0.01% | 980 |
|
|
2016
Q4 | $242K | Buy |
+2,032
| New | +$242K | ﹤0.01% | 1115 |
|