United Capital 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 | $667K | Buy |
6,115
+74
| +1% | +$8.07K | 0.01% | 707 |
|
|
2025
Q1 | $703K | Buy |
6,041
+3
| +0% | +$349 | 0.01% | 641 |
|
|
2024
Q4 | $691K | Sell |
6,038
-205
| -3% | -$23.5K | 0.01% | 640 |
|
|
2024
Q3 | $723K | Buy |
6,243
+163
| +3% | +$18.9K | 0.01% | 621 |
|
|
2024
Q2 | $633K | Buy |
6,080
+13
| +0.2% | +$1.35K | 0.01% | 640 |
|
|
2024
Q1 | $645K | Buy |
6,067
+14
| +0.2% | +$1.49K | 0.01% | 663 |
|
|
2023
Q4 | $533K | Buy |
6,053
+144
| +2% | +$12.7K | ﹤0.01% | 709 |
|
|
2023
Q3 | $507K | Sell |
5,909
-59
| -1% | -$5.06K | ﹤0.01% | 638 |
|
|
2023
Q2 | $517K | Buy |
5,968
+2,324
| +64% | +$201K | ﹤0.01% | 677 |
|
|
2023
Q1 | $327K | Buy |
+3,644
| New | +$327K | ﹤0.01% | 799 |
|