Steward Partners Investment Advisory’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 | $217K | Buy |
1,987
+1,143
| +135% | +$125K | ﹤0.01% | 1731 |
|
|
2025
Q1 | $98.2K | Buy |
844
+264
| +46% | +$30.7K | ﹤0.01% | 2025 |
|
|
2024
Q4 | $66.4K | Buy |
580
+78
| +16% | +$8.93K | ﹤0.01% | 2188 |
|
|
2024
Q3 | $58.1K | Buy |
502
+396
| +374% | +$45.8K | ﹤0.01% | 2156 |
|
|
2024
Q2 | $11K | Sell |
106
-512
| -83% | -$53.3K | ﹤0.01% | 2774 |
|
|
2024
Q1 | $65.7K | Buy |
618
+551
| +822% | +$58.6K | ﹤0.01% | 1966 |
|
|
2023
Q4 | $5.9K | Hold |
67
| – | – | ﹤0.01% | 2902 |
|
|
2023
Q3 | $5.75K | Buy |
67
+2
| +3% | +$171 | ﹤0.01% | 2782 |
|
|
2023
Q2 | $5.63K | Hold |
65
| – | – | ﹤0.01% | 2757 |
|
|
2023
Q1 | $5.84K | Hold |
65
| – | – | ﹤0.01% | 2733 |
|
|
2022
Q4 | $5.87K | Sell |
65
-11
| -14% | -$993 | ﹤0.01% | 2716 |
|
|
2022
Q3 | $6K | Hold |
76
| – | – | ﹤0.01% | 2716 |
|
|
2022
Q2 | $6K | Sell |
76
-217
| -74% | -$17.1K | ﹤0.01% | 2708 |
|
|
2022
Q1 | $20K | Sell |
293
-155
| -35% | -$10.6K | ﹤0.01% | 2370 |
|
|
2021
Q4 | $33K | Hold |
448
| – | – | ﹤0.01% | 2097 |
|
|
2021
Q3 | $32K | Sell |
448
-76
| -15% | -$5.43K | ﹤0.01% | 2101 |
|
|
2021
Q2 | $37K | Hold |
524
| – | – | ﹤0.01% | 3888 |
|
|
2021
Q1 | $36.3K | Hold |
524
| – | – | ﹤0.01% | 2158 |
|
|
2020
Q4 | $35K | Hold |
524
| – | – | ﹤0.01% | 1839 |
|
|
2020
Q3 | $30K | Buy |
524
+3
| +0.6% | +$172 | ﹤0.01% | 1728 |
|
|
2020
Q2 | $30K | Hold |
521
| – | – | ﹤0.01% | 1615 |
|
|
2020
Q1 | $28K | Hold |
521
| – | – | ﹤0.01% | 1478 |
|
|
2019
Q4 | $37K | Hold |
521
| – | – | ﹤0.01% | 1531 |
|
|
2019
Q3 | $36K | Sell |
521
-41
| -7% | -$2.83K | ﹤0.01% | 1497 |
|
|
2019
Q2 | $38K | Buy |
+562
| New | +$38K | ﹤0.01% | 1439 |
|
|
2018
Q4 | – | Sell |
-400
| Closed | -$26K | – | 1781 |
|
|
2018
Q3 | $26K | Sell |
400
-43
| -10% | -$2.8K | ﹤0.01% | 1450 |
|
|
2018
Q2 | $25K | Sell |
443
-23
| -5% | -$1.3K | ﹤0.01% | 1378 |
|
|
2018
Q1 | $23K | Buy |
466
+84
| +22% | +$4.15K | ﹤0.01% | 1284 |
|
|
2017
Q4 | $19K | Buy |
382
+76
| +25% | +$3.78K | ﹤0.01% | 1133 |
|
|
2017
Q3 | $17K | Hold |
306
| – | – | ﹤0.01% | 982 |
|
|
2017
Q2 | $15K | Buy |
306
+92
| +43% | +$4.51K | ﹤0.01% | 951 |
|
|
2017
Q1 | $12K | Buy |
+214
| New | +$12K | ﹤0.01% | 896 |
|