United Capital Financial 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	$865K	Buy	8,751 +3,837	+78%	+$391K	0.01%	816
2025 Q4	$487K	Sell	4,914 -1,190	-19%	-$123K	﹤0.01%	967
2025 Q3	$656K	Sell	6,104 -11	-0.2%	-$1.18K	﹤0.01%	781
2025 Q2	$667K	Buy	6,115 +74	+1%	+$8.29K	0.01%	716
2025 Q1	$703K	Buy	6,041 +3	+0%	+$333	0.01%	649
2024 Q4	$691K	Sell	6,038 -205	-3%	-$23.4K	0.01%	647
2024 Q3	$723K	Buy	6,243 +163	+3%	+$18.3K	0.01%	621
2024 Q2	$633K	Buy	6,080 +13	+0.2%	+$1.35K	0.01%	646
2024 Q1	$645K	Buy	6,067 +14	+0.2%	+$1.4K	0.01%	669
2023 Q4	$533K	Buy	6,053 +144	+2%	+$12.2K	﹤0.01%	710
2023 Q3	$507K	Sell	5,909 -59	-1%	-$5.15K	﹤0.01%	638
2023 Q2	$517K	Buy	5,968 +2,324	+64%	+$204K	﹤0.01%	677
2023 Q1	$327K	Buy	+3,644	New	+$331K	﹤0.01%	802