B. Riley Wealth Advisors’s Synchrony SYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $551K | Buy |
+8,254
| New | +$551K | 0.03% | 489 |
|
|
2024
Q4 | $988K | Buy |
15,194
+475
| +3% | +$30.9K | 0.03% | 453 |
|
|
2024
Q3 | $733K | Buy |
14,719
+1,398
| +10% | +$69.6K | 0.02% | 599 |
|
|
2024
Q2 | $629K | Buy |
13,321
+2,349
| +21% | +$111K | 0.02% | 709 |
|
|
2024
Q1 | $335K | Sell |
10,972
-900
| -8% | -$27.5K | 0.01% | 990 |
|
|
2023
Q4 | $453K | Buy |
11,872
+900
| +8% | +$34.4K | 0.01% | 859 |
|
|
2023
Q3 | $335K | Sell |
10,972
-524
| -5% | -$16K | 0.01% | 990 |
|
|
2023
Q2 | $390K | Sell |
11,496
-266
| -2% | -$9.02K | 0.01% | 986 |
|
|
2023
Q1 | $342K | Sell |
11,762
-5,511
| -32% | -$160K | 0.01% | 1001 |
|
|
2022
Q4 | $568K | Sell |
17,273
-784
| -4% | -$25.8K | 0.02% | 742 |
|
|
2022
Q3 | $510K | Buy |
18,057
+559
| +3% | +$15.8K | 0.02% | 753 |
|
|
2022
Q2 | $485K | Sell |
17,498
-461
| -3% | -$12.8K | 0.02% | 671 |
|
|
2022
Q1 | $626K | Buy |
17,959
+5,147
| +40% | +$179K | 0.02% | 642 |
|
|
2021
Q4 | $596K | Buy |
12,812
+304
| +2% | +$14.1K | 0.02% | 724 |
|
|
2021
Q3 | $612K | Buy |
12,508
+343
| +3% | +$16.8K | 0.02% | 692 |
|
|
2021
Q2 | $575K | Buy |
12,165
+134
| +1% | +$6.33K | 0.02% | 699 |
|
|
2021
Q1 | $478K | Buy |
12,031
+2,381
| +25% | +$94.6K | 0.02% | 752 |
|
|
2020
Q4 | $335K | Buy |
+9,650
| New | +$335K | 0.02% | 699 |
|
|
2020
Q1 | – | Sell |
-5,885
| Closed | -$212K | – | 893 |
|
|
2019
Q4 | $212K | Sell |
5,885
-29
| -0.5% | -$1.05K | 0.02% | 735 |
|
|
2019
Q3 | $202K | Buy |
+5,914
| New | +$202K | 0.02% | 730 |
|
|
2015
Q1 | – | Sell |
-271
| Closed | -$8 | – | 1814 |
|
|
2014
Q4 | $8 | Buy |
+271
| New | +$8 | ﹤0.01% | 2980 |
|