CAPTRUST Financial Advisors’s Post Holdings POST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $431K | Buy |
3,950
+1,342
| +51% | +$146K | ﹤0.01% | 1828 |
|
|
2025
Q1 | $303K | Sell |
2,608
-377
| -13% | -$43.9K | ﹤0.01% | 1931 |
|
|
2024
Q4 | $342K | Buy |
2,985
+439
| +17% | +$50.2K | ﹤0.01% | 1825 |
|
|
2024
Q3 | $295K | Sell |
2,546
-63
| -2% | -$7.29K | ﹤0.01% | 1886 |
|
|
2024
Q2 | $272K | Buy |
2,609
+21
| +0.8% | +$2.19K | ﹤0.01% | 1868 |
|
|
2024
Q1 | $275K | Sell |
2,588
-2,141
| -45% | -$228K | ﹤0.01% | 1824 |
|
|
2023
Q4 | $416K | Sell |
4,729
-346
| -7% | -$30.5K | ﹤0.01% | 1876 |
|
|
2023
Q3 | $435K | Sell |
5,075
-5,766
| -53% | -$494K | ﹤0.01% | 1734 |
|
|
2023
Q2 | $939K | Buy |
10,841
+4,449
| +70% | +$386K | ﹤0.01% | 1245 |
|
|
2023
Q1 | $574K | Buy |
6,392
+1,367
| +27% | +$123K | ﹤0.01% | 1326 |
|
|
2022
Q4 | $454K | Buy |
5,025
+734
| +17% | +$66.3K | ﹤0.01% | 1390 |
|
|
2022
Q3 | $351K | Buy |
4,291
+3,102
| +261% | +$254K | ﹤0.01% | 1439 |
|
|
2022
Q2 | $98K | Sell |
1,189
-1,292
| -52% | -$106K | ﹤0.01% | 2206 |
|
|
2022
Q1 | $172K | Sell |
2,481
-1,146
| -32% | -$79.4K | ﹤0.01% | 1830 |
|
|
2021
Q4 | $268K | Buy |
3,627
+47
| +1% | +$3.47K | ﹤0.01% | 1460 |
|
|
2021
Q3 | $258K | Sell |
3,580
-358
| -9% | -$25.8K | ﹤0.01% | 1386 |
|
|
2021
Q2 | $280K | Sell |
3,938
-29
| -0.7% | -$2.06K | ﹤0.01% | 1312 |
|
|
2021
Q1 | $274K | Buy |
3,967
+1,715
| +76% | +$118K | ﹤0.01% | 1283 |
|
|
2020
Q4 | $149K | Sell |
2,252
-87
| -4% | -$5.76K | ﹤0.01% | 1323 |
|
|
2020
Q3 | $134K | Buy |
2,339
+279
| +14% | +$16K | ﹤0.01% | 1211 |
|
|
2020
Q2 | $118K | Hold |
2,060
| – | – | ﹤0.01% | 1273 |
|
|
2020
Q1 | $111K | Buy |
+2,060
| New | +$111K | ﹤0.01% | 1079 |
|
|
2019
Q4 | – | Sell |
-2,031
| Closed | -$141K | – | 1588 |
|
|
2019
Q3 | $141K | Hold |
2,031
| – | – | 0.01% | 658 |
|
|
2019
Q2 | $138K | Sell |
2,031
-810
| -29% | -$55K | 0.01% | 650 |
|
|
2019
Q1 | $203K | Sell |
2,841
-15
| -0.5% | -$1.07K | 0.01% | 521 |
|
|
2018
Q4 | $167K | Hold |
2,856
| – | – | 0.01% | 462 |
|
|
2018
Q3 | $183K | Sell |
2,856
-46
| -2% | -$2.95K | 0.01% | 462 |
|
|
2018
Q2 | $163K | Buy |
2,902
+236
| +9% | +$13.3K | 0.01% | 404 |
|
|
2018
Q1 | $132K | Buy |
2,666
+1,191
| +81% | +$59K | 0.01% | 393 |
|
|
2017
Q4 | $76K | Buy |
+1,475
| New | +$76K | ﹤0.01% | 499 |
|