AE Wealth Management’s Synovus SNV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,683
| Closed | -$475K | – | 2166 |
|
|
2024
Q3 | $475K | Sell |
10,683
-1,995
| -16% | -$88.7K | ﹤0.01% | 899 |
|
|
2024
Q2 | $510K | Buy |
+12,678
| New | +$510K | 0.01% | 884 |
|
|
2024
Q1 | – | Sell |
-21,892
| Closed | -$849K | – | 1857 |
|
|
2023
Q4 | $849K | Buy |
21,892
+3,164
| +17% | +$123K | ﹤0.01% | 1214 |
|
|
2023
Q3 | $521K | Buy |
18,728
+4,980
| +36% | +$138K | ﹤0.01% | 1352 |
|
|
2023
Q2 | $416K | Buy |
13,748
+116
| +0.9% | +$3.51K | ﹤0.01% | 1472 |
|
|
2023
Q1 | $420K | Buy |
13,632
+94
| +0.7% | +$2.9K | ﹤0.01% | 1421 |
|
|
2022
Q4 | $508K | Sell |
13,538
-416
| -3% | -$15.6K | ﹤0.01% | 1308 |
|
|
2022
Q3 | $523K | Sell |
13,954
-16,233
| -54% | -$608K | ﹤0.01% | 1239 |
|
|
2022
Q2 | $1.09M | Buy |
30,187
+13,803
| +84% | +$497K | 0.01% | 856 |
|
|
2022
Q1 | $803K | Sell |
16,384
-39
| -0.2% | -$1.91K | 0.01% | 999 |
|
|
2021
Q4 | $786K | Sell |
16,423
-3,069
| -16% | -$147K | 0.01% | 1046 |
|
|
2021
Q3 | $856K | Buy |
19,492
+2,176
| +13% | +$95.6K | 0.01% | 922 |
|
|
2021
Q2 | $760K | Buy |
17,316
+279
| +2% | +$12.2K | 0.01% | 940 |
|
|
2021
Q1 | $779K | Buy |
17,037
+1,937
| +13% | +$88.6K | 0.01% | 855 |
|
|
2020
Q4 | $489K | Buy |
+15,100
| New | +$489K | 0.01% | 968 |
|
|
2020
Q1 | – | Sell |
-8,309
| Closed | -$326K | – | 1255 |
|
|
2019
Q4 | $326K | Buy |
+8,309
| New | +$326K | 0.01% | 870 |
|