Sequoia 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 | $553K | Buy |
5,075
+115
| +2% | +$12.5K | ﹤0.01% | 940 |
|
|
2025
Q1 | $577K | Buy |
4,960
+133
| +3% | +$15.5K | ﹤0.01% | 801 |
|
|
2024
Q4 | $552K | Buy |
4,827
+1,706
| +55% | +$195K | 0.01% | 763 |
|
|
2024
Q3 | $361K | Buy |
3,121
+14
| +0.5% | +$1.62K | ﹤0.01% | 887 |
|
|
2024
Q2 | $324K | Sell |
3,107
-18
| -0.6% | -$1.88K | ﹤0.01% | 853 |
|
|
2024
Q1 | $332K | Buy |
3,125
+78
| +3% | +$8.29K | ﹤0.01% | 817 |
|
|
2023
Q4 | $268K | Buy |
3,047
+411
| +16% | +$36.2K | ﹤0.01% | 971 |
|
|
2023
Q3 | $226K | Hold |
2,636
| – | – | ﹤0.01% | 808 |
|
|
2023
Q2 | $228K | Buy |
2,636
+26
| +1% | +$2.25K | ﹤0.01% | 803 |
|
|
2023
Q1 | $235K | Sell |
2,610
-21
| -0.8% | -$1.89K | 0.01% | 714 |
|
|
2022
Q4 | $237K | Buy |
+2,631
| New | +$237K | 0.01% | 665 |
|