Creative Planning’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 | $938K | Buy |
8,600
+5,801
| +207% | +$632K | ﹤0.01% | 1910 |
|
|
2025
Q1 | $326K | Buy |
2,799
+121
| +5% | +$14.1K | ﹤0.01% | 2671 |
|
|
2024
Q4 | $307K | Buy |
2,678
+428
| +19% | +$49K | ﹤0.01% | 2639 |
|
|
2024
Q3 | $260K | Buy |
2,250
+264
| +13% | +$30.6K | ﹤0.01% | 2646 |
|
|
2024
Q2 | $207K | Buy |
+1,986
| New | +$207K | ﹤0.01% | 2640 |
|
|
2023
Q2 | – | Sell |
-22
| Closed | -$1.98K | – | 2657 |
|
|
2023
Q1 | $1.98K | Buy |
+22
| New | +$1.98K | ﹤0.01% | 2443 |
|
|
2017
Q3 | – | Sell |
-620
| Closed | -$32K | – | 3142 |
|
|
2017
Q2 | $32K | Buy |
620
+33
| +6% | +$1.7K | ﹤0.01% | 2825 |
|
|
2017
Q1 | $34K | Sell |
587
-721
| -55% | -$41.8K | ﹤0.01% | 2721 |
|
|
2016
Q4 | $69K | Sell |
1,308
-1,458
| -53% | -$76.9K | ﹤0.01% | 2117 |
|
|
2016
Q3 | $140K | Buy |
2,766
+1,120
| +68% | +$56.7K | ﹤0.01% | 1609 |
|
|
2016
Q2 | $89K | Buy |
1,646
+1,593
| +3,006% | +$86.1K | ﹤0.01% | 1738 |
|
|
2016
Q1 | $2K | Sell |
53
-191
| -78% | -$7.21K | ﹤0.01% | 3888 |
|
|
2015
Q4 | $10K | Sell |
244
-94
| -28% | -$3.85K | ﹤0.01% | 3261 |
|
|
2015
Q3 | $13K | Buy |
+338
| New | +$13K | ﹤0.01% | 3009 |
|
|
2015
Q2 | – | Sell |
-257
| Closed | -$8K | – | 2387 |
|
|
2015
Q1 | $8K | Hold |
257
| – | – | ﹤0.01% | 3268 |
|
|
2014
Q4 | $7K | Buy |
257
+191
| +289% | +$5.2K | ﹤0.01% | 3265 |
|
|
2014
Q3 | $1K | Hold |
66
| – | – | ﹤0.01% | 3728 |
|
|
2014
Q2 | $2K | Sell |
66
-305
| -82% | -$9.24K | ﹤0.01% | 3418 |
|
|
2014
Q1 | $13K | Hold |
371
| – | – | ﹤0.01% | 2593 |
|
|
2013
Q4 | $12K | Sell |
371
-168
| -31% | -$5.43K | ﹤0.01% | 2477 |
|
|
2013
Q3 | $14K | Buy |
539
+486
| +917% | +$12.6K | ﹤0.01% | 2283 |
|
|
2013
Q2 | $2K | Buy |
+53
| New | +$2K | ﹤0.01% | 2839 |
|