Bartlett & Co Wealth Management’s Synchrony SYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $606K | Buy |
9,080
+8
| +0.1% | +$534 | 0.01% | 310 |
|
|
2025
Q1 | $480K | Buy |
9,072
+3,002
| +49% | +$159K | 0.01% | 336 |
|
|
2024
Q4 | $395K | Hold |
6,070
| – | – | 0.01% | 352 |
|
|
2024
Q3 | $303K | Hold |
6,070
| – | – | ﹤0.01% | 397 |
|
|
2024
Q2 | $286K | Hold |
6,070
| – | – | ﹤0.01% | 404 |
|
|
2024
Q1 | $262K | Sell |
6,070
-93
| -2% | -$4.01K | ﹤0.01% | 420 |
|
|
2023
Q4 | $236K | Sell |
6,163
-3,110
| -34% | -$119K | ﹤0.01% | 448 |
|
|
2023
Q3 | $283K | Buy |
9,273
+2,111
| +29% | +$64.5K | 0.01% | 405 |
|
|
2023
Q2 | $243K | Hold |
7,162
| – | – | ﹤0.01% | 429 |
|
|
2023
Q1 | $208K | Sell |
7,162
-2
| -0% | -$58 | ﹤0.01% | 378 |
|
|
2022
Q4 | $235K | Sell |
7,164
-536
| -7% | -$17.6K | ﹤0.01% | 361 |
|
|
2022
Q3 | $217K | Hold |
7,700
| – | – | ﹤0.01% | 360 |
|
|
2022
Q2 | $213K | Hold |
7,700
| – | – | ﹤0.01% | 363 |
|
|
2022
Q1 | $268K | Hold |
7,700
| – | – | ﹤0.01% | 355 |
|
|
2021
Q4 | $357K | Hold |
7,700
| – | – | 0.01% | 334 |
|
|
2021
Q3 | $376K | Buy |
7,700
+2,984
| +63% | +$146K | 0.01% | 282 |
|
|
2021
Q2 | $229K | Hold |
4,716
| – | – | ﹤0.01% | 321 |
|
|
2021
Q1 | $192K | Sell |
4,716
-7
| -0.1% | -$285 | ﹤0.01% | 334 |
|
|
2020
Q4 | $164K | Buy |
4,723
+23
| +0.5% | +$798 | ﹤0.01% | 346 |
|
|
2020
Q3 | $123K | Hold |
4,700
| – | – | ﹤0.01% | 360 |
|
|
2020
Q2 | $104K | Hold |
4,700
| – | – | ﹤0.01% | 375 |
|
|
2020
Q1 | $75.6K | Hold |
4,700
| – | – | ﹤0.01% | 401 |
|
|
2019
Q4 | $169K | Hold |
4,700
| – | – | ﹤0.01% | 354 |
|
|
2019
Q3 | $160K | Sell |
4,700
-2
| -0% | -$68 | ﹤0.01% | 349 |
|
|
2019
Q2 | $163K | Buy |
4,702
+2
| +0% | +$69 | 0.01% | 272 |
|
|
2019
Q1 | $150K | Hold |
4,700
| – | – | 0.01% | 274 |
|
|
2018
Q4 | $110K | Hold |
4,700
| – | – | ﹤0.01% | 300 |
|
|
2018
Q3 | $146K | Hold |
4,700
| – | – | 0.01% | 289 |
|
|
2018
Q2 | $157K | Hold |
4,700
| – | – | 0.01% | 275 |
|
|
2018
Q1 | $158K | Buy |
+4,700
| New | +$158K | 0.01% | 273 |
|