Avantax Advisory Services’s Synchrony SYF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.18M Buy
17,701
+9,540
+117% +$533K 0.01% 1066
2025
Q1
$432K Buy
8,161
+513
+7% +$31.7K ﹤0.01% 1600
2024
Q4
$497K Sell
7,648
-116
-1% -$7.1K ﹤0.01% 1451
2024
Q3
$387K Buy
7,764
+2,211
+40% +$107K ﹤0.01% 1580
2024
Q2
$262K Buy
+5,553
New +$241K ﹤0.01% 1787
2020
Q4
Sell
-7,887
Closed -$205K 1320
2020
Q3
$205K Buy
+7,887
New +$192K ﹤0.01% 1214

Other funds holding SYF

Avantax Advisory Services's SYF Position: Q2 2025 in Review

Avantax Advisory Services increased its Synchrony (SYF) stake by 117% in Q2 2025, buying an estimated $533K and bringing the position to 17,701 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #1066.

Avantax Advisory Services first reported a position in SYF in Q3 2020 and has held it in 6 quarters since. 876 funds tracked by Wall St. Rank hold SYF as of Q2 2025.

  • Avantax Advisory Services held 17,701 shares of Synchrony worth $1.18M as of Q2 2025.
  • Avantax Advisory Services bought 9,540 Synchrony shares in Q2 2025, an estimated $533K.
  • Synchrony made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1066 holding.
  • Avantax Advisory Services first reported a position in Synchrony in Q3 2020 and has held it in 6 quarters since.
  • 876 funds tracked by Wall St. Rank held Synchrony as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.