United Capital Financial Advisors’s Casey's General Stores CASY Stock Holding History

United Capital Financial Advisors’s Portfolio CASY Stock Details CASY Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.12M	Buy
2025 Q2	$296K	Sell
2025 Q1	$286K	Sell
2024 Q4	$3.84M	Buy
2024 Q3	$211K	Sell
2024 Q2	$225K	Buy
2017 Q3	–	Sell
2017 Q2	$425K	Buy
2017 Q1	$371K	Buy
2016 Q4	$242K	Buy