Avior Wealth Management’s Synchrony SYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-76
| Closed | -$4.94K | – | 2145 |
|
|
2024
Q4 | $4.94K | Buy |
76
+2
| +3% | +$122 | ﹤0.01% | 1859 |
|
|
2024
Q3 | $3.69K | Buy |
74
+18
| +32% | +$871 | ﹤0.01% | 1872 |
|
|
2024
Q2 | $2.64K | Sell |
56
-895
| -94% | -$38.9K | ﹤0.01% | 1890 |
|
|
2024
Q1 | $41K | Buy |
951
+932
| +4,905% | +$37.1K | ﹤0.01% | 1308 |
|
|
2023
Q4 | $725 | Sell |
19
-4
| -17% | -$127 | ﹤0.01% | 1399 |
|
|
2023
Q3 | $703 | Hold |
23
| – | – | ﹤0.01% | 1467 |
|
|
2023
Q2 | $780 | Hold |
23
| – | – | ﹤0.01% | 1428 |
|
|
2023
Q1 | $668 | Sell |
23
-11,492
| -100% | -$386K | ﹤0.01% | 1499 |
|
|
2022
Q4 | $378K | Hold |
11,515
| – | – | 0.03% | 363 |
|
|
2022
Q3 | $324K | Hold |
11,515
| – | – | 0.03% | 374 |
|
|
2022
Q2 | $317K | Buy |
11,515
+11,507
| +143,838% | +$399K | 0.03% | 346 |
|
|
2022
Q1 | $0 | Buy |
+8
| New | +$335 | ﹤0.01% | 1230 |
|
|
2021
Q3 | – | Sell |
-8,800
| Closed | -$426K | – | 1176 |
|
|
2021
Q2 | $426K | Sell |
8,800
-2,650
| -23% | -$121K | 0.04% | 323 |
|
|
2021
Q1 | $465K | Sell |
11,450
-8,950
| -44% | -$345K | 0.05% | 305 |
|
|
2020
Q4 | $708K | Hold |
20,400
| – | – | 0.09% | 197 |
|
|
2020
Q3 | $533K | Sell |
20,400
-4,926
| -19% | -$120K | 0.08% | 225 |
|
|
2020
Q2 | $560K | Sell |
25,326
-3,370
| -12% | -$65.7K | 0.09% | 211 |
|
|
2020
Q1 | $461K | Buy |
28,696
+6,417
| +29% | +$187K | 0.09% | 206 |
|
|
2019
Q4 | $801K | Buy |
22,279
+9
| +0% | +$322 | 0.13% | 163 |
|
|
2019
Q3 | $759K | Hold |
22,270
| – | – | 0.13% | 155 |
|
|
2019
Q2 | $772K | Hold |
22,270
| – | – | 0.14% | 150 |
|
|
2019
Q1 | $710K | Hold |
22,270
| – | – | 0.15% | 149 |
|
|
2018
Q4 | $522K | Buy |
22,270
+5,750
| +35% | +$156K | 0.13% | 162 |
|
|
2018
Q3 | $513K | Buy |
16,520
+2,600
| +19% | +$82.8K | 0.11% | 183 |
|
|
2018
Q2 | $465K | Hold |
13,920
| – | – | 0.1% | 180 |
|
|
2018
Q1 | $467K | Buy |
13,920
+1,920
| +16% | +$71.3K | 0.11% | 176 |
|
|
2017
Q4 | $463K | Buy |
+12,000
| New | +$411K | 0.1% | 184 |
|
|
2016
Q2 | – | Sell |
-60
| Closed | -$2K | – | 486 |
|
|
2016
Q1 | $2K | Hold |
60
| – | – | ﹤0.01% | 444 |
|
|
2015
Q4 | $2K | Buy |
+60
| New | +$1.88K | ﹤0.01% | 408 |
|
Other funds holding SYF
PCM
Avior Wealth Management's SYF Position: Q1 2025 in Review
Avior Wealth Management sold out of Synchrony (SYF) in Q1 2025, closing a stake of 76 shares — an estimated $4.94K sold.
Avior Wealth Management first reported a position in SYF in Q4 2015 and held it in 29 quarters. The position peaked at $801K in Q4 2019. 870 funds tracked by Wall St. Rank hold SYF as of Q1 2025.
- Avior Wealth Management reported no remaining Synchrony position as of Q1 2025 after selling out during the quarter.
- Avior Wealth Management sold 76 Synchrony shares in Q1 2025, an estimated $4.94K.
- Avior Wealth Management first reported a position in Synchrony in Q4 2015 and held it in 29 quarters.
- Avior Wealth Management's Synchrony position peaked at $801K in Q4 2019.
- 870 funds tracked by Wall St. Rank held Synchrony as of Q1 2025.
Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.