AE Wealth Management’s Synchrony SYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-15,150
| Closed | -$514K | – | 2062 |
|
|
2023
Q2 | $514K | Buy |
15,150
+4,261
| +39% | +$145K | ﹤0.01% | 1380 |
|
|
2023
Q1 | $317K | Sell |
10,889
-20,924
| -66% | -$608K | ﹤0.01% | 1527 |
|
|
2022
Q4 | $1.05M | Buy |
+31,813
| New | +$1.05M | 0.01% | 962 |
|
|
2022
Q2 | – | Sell |
-6,886
| Closed | -$240K | – | 1831 |
|
|
2022
Q1 | $240K | Buy |
6,886
+660
| +11% | +$23K | ﹤0.01% | 1511 |
|
|
2021
Q4 | $289K | Buy |
6,226
+105
| +2% | +$4.87K | ﹤0.01% | 1462 |
|
|
2021
Q3 | $299K | Sell |
6,121
-531
| -8% | -$25.9K | ﹤0.01% | 1358 |
|
|
2021
Q2 | $323K | Buy |
+6,652
| New | +$323K | ﹤0.01% | 1311 |
|