OneDigital Investment Advisors’s Post Holdings POST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.31M	Sell	13,206 -616	-4%	-$62.8K	0.01%	600
2025 Q4	$1.37M	Sell	13,822 -217	-2%	-$22.5K	0.01%	579
2025 Q3	$1.51M	Sell	14,039 -163	-1%	-$17.5K	0.02%	527
2025 Q2	$1.55M	Sell	14,202 -409	-3%	-$45.8K	0.02%	506
2025 Q1	$1.7M	Buy	14,611 +790	+6%	+$87.7K	0.02%	443
2024 Q4	$1.58M	Buy	13,821 +4,525	+49%	+$516K	0.02%	484
2024 Q3	$1.08M	Buy	9,296 +153	+2%	+$17.2K	0.01%	628
2024 Q2	$952K	Buy	9,143 +1,589	+21%	+$165K	0.01%	643
2024 Q1	$803K	Buy	7,554 +114	+2%	+$11.4K	0.01%	574
2023 Q4	$655K	Buy	7,440 +1,791	+32%	+$152K	0.01%	619
2023 Q3	$484K	Buy	5,649 +29	+0.5%	+$2.53K	0.01%	656
2023 Q2	$487K	Buy	5,620 +2,014	+56%	+$177K	0.01%	654
2023 Q1	$324K	Buy	+3,606	New	+$328K	0.01%	756
2018 Q3	–	Sell	-306	Closed	-$17K	–	1157
2018 Q2	$17K	Hold	306	–	–	﹤0.01%	875
2018 Q1	$15K	Hold	306	–	–	﹤0.01%	912
2017 Q4	$16K	Hold	306	–	–	﹤0.01%	873
2017 Q3	$18K	Hold	306	–	–	0.01%	685
2017 Q2	$16K	Buy	+306	New	+$16.5K	﹤0.01%	824