Baldwin Wealth Partners’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 |
-171
| Closed | -$7.6K | – | 887 |
|
|
2024
Q3 | $7.6K | Hold |
171
| – | – | ﹤0.01% | 835 |
|
|
2024
Q2 | $6.87K | Sell |
171
-1,673
| -91% | -$67.2K | ﹤0.01% | 568 |
|
|
2024
Q1 | $73.9K | Hold |
1,844
| – | – | 0.01% | 307 |
|
|
2023
Q4 | $69.4K | Sell |
1,844
-827
| -31% | -$31.1K | 0.01% | 332 |
|
|
2023
Q3 | $74.3K | Sell |
2,671
-2,500
| -48% | -$69.5K | 0.01% | 341 |
|
|
2023
Q2 | $156K | Sell |
5,171
-1,000
| -16% | -$30.3K | 0.01% | 264 |
|
|
2023
Q1 | $190K | Hold |
6,171
| – | – | 0.02% | 242 |
|
|
2022
Q4 | $232K | Hold |
6,171
| – | – | 0.02% | 216 |
|
|
2022
Q3 | $232K | Hold |
6,171
| – | – | 0.03% | 156 |
|
|
2022
Q2 | $222K | Hold |
6,171
| – | – | 0.03% | 169 |
|
|
2022
Q1 | $302K | Buy |
6,171
+4,000
| +184% | +$196K | 0.03% | 163 |
|
|
2021
Q4 | $104K | Sell |
2,171
-1,571
| -42% | -$75.3K | 0.01% | 259 |
|
|
2021
Q3 | $164K | Hold |
3,742
| – | – | 0.02% | 216 |
|
|
2021
Q2 | $164K | Hold |
3,742
| – | – | 0.02% | 219 |
|
|
2021
Q1 | $171K | Hold |
3,742
| – | – | 0.02% | 199 |
|
|
2020
Q4 | $121K | Hold |
3,742
| – | – | 0.02% | 228 |
|
|
2020
Q3 | $79K | Sell |
3,742
-285
| -7% | -$6.02K | 0.01% | 248 |
|
|
2020
Q2 | $83K | Hold |
4,027
| – | – | 0.01% | 241 |
|
|
2020
Q1 | $71K | Sell |
4,027
-6,685
| -62% | -$118K | 0.01% | 236 |
|
|
2019
Q4 | $420K | Hold |
10,712
| – | – | 0.06% | 123 |
|
|
2019
Q3 | $383K | Hold |
10,712
| – | – | 0.06% | 124 |
|
|
2019
Q2 | $375K | Hold |
10,712
| – | – | 0.06% | 148 |
|
|
2019
Q1 | $368K | Hold |
10,712
| – | – | 0.05% | 152 |
|
|
2018
Q4 | $343K | Hold |
10,712
| – | – | 0.06% | 142 |
|
|
2018
Q3 | $491K | Hold |
10,712
| – | – | 0.07% | 129 |
|
|
2018
Q2 | $566K | Hold |
10,712
| – | – | 0.09% | 116 |
|
|
2018
Q1 | $535K | Hold |
10,712
| – | – | 0.09% | 118 |
|
|
2017
Q4 | $514K | Hold |
10,712
| – | – | 0.08% | 124 |
|
|
2017
Q3 | $493K | Hold |
10,712
| – | – | 0.08% | 122 |
|
|
2017
Q2 | $474K | Hold |
10,712
| – | – | 0.08% | 127 |
|
|
2017
Q1 | $439K | Sell |
10,712
-142
| -1% | -$5.82K | 0.07% | 134 |
|
|
2016
Q4 | $446K | Sell |
10,854
-427
| -4% | -$17.5K | 0.08% | 126 |
|
|
2016
Q3 | $367K | Hold |
11,281
| – | – | 0.07% | 140 |
|
|
2016
Q2 | $327K | Hold |
11,281
| – | – | 0.07% | 134 |
|
|
2016
Q1 | $326K | Hold |
11,281
| – | – | 0.06% | 169 |
|
|
2015
Q4 | $365K | Hold |
11,281
| – | – | 0.06% | 178 |
|
|
2015
Q3 | $334K | Hold |
11,281
| – | – | 0.06% | 185 |
|
|
2015
Q2 | $348K | Hold |
11,281
| – | – | 0.05% | 189 |
|
|
2015
Q1 | $316K | Hold |
11,281
| – | – | 0.05% | 194 |
|
|
2014
Q4 | $306K | Hold |
11,281
| – | – | 0.04% | 199 |
|
|
2014
Q3 | $267K | Hold |
11,281
| – | – | 0.04% | 220 |
|
|
2014
Q2 | $275K | Sell |
11,281
-1,505
| -12% | -$36.7K | 0.04% | 207 |
|
|
2014
Q1 | $303K | Hold |
12,786
| – | – | 0.05% | 197 |
|
|
2013
Q4 | $322K | Hold |
12,786
| – | – | 0.05% | 190 |
|
|
2013
Q3 | $295K | Sell |
12,786
-52,643
| -80% | -$1.21M | 0.05% | 190 |
|
|
2013
Q2 | $1.34M | Buy |
+65,429
| New | +$1.34M | 0.26% | 92 |
|