Beese Fulmer Investment 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
$1M Sell
15,006
-504
-3% -$33.6K 0.07% 139
2025
Q1
$821K Hold
15,510
0.07% 128
2024
Q4
$1.01M Sell
15,510
-447
-3% -$29.1K 0.09% 122
2024
Q3
$796K Hold
15,957
0.07% 129
2024
Q2
$753K Hold
15,957
0.07% 126
2024
Q1
$688K Sell
15,957
-13
-0.1% -$561 0.06% 132
2023
Q4
$610K Sell
15,970
-2,050
-11% -$78.3K 0.06% 137
2023
Q3
$551K Sell
18,020
-505
-3% -$15.4K 0.06% 142
2023
Q2
$628K Sell
18,525
-1,977
-10% -$67.1K 0.07% 140
2023
Q1
$596K Sell
20,502
-1,275
-6% -$37.1K 0.07% 143
2022
Q4
$716K Sell
21,777
-334
-2% -$11K 0.09% 132
2022
Q3
$623K Sell
22,111
-765
-3% -$21.6K 0.08% 132
2022
Q2
$632K Sell
22,876
-545
-2% -$15.1K 0.08% 133
2022
Q1
$815K Sell
23,421
-197
-0.8% -$6.86K 0.09% 130
2021
Q4
$1.1M Sell
23,618
-373
-2% -$17.3K 0.11% 118
2021
Q3
$1.17M Sell
23,991
-500
-2% -$24.4K 0.13% 115
2021
Q2
$1.19M Sell
24,491
-2,220
-8% -$108K 0.13% 114
2021
Q1
$1.09M Sell
26,711
-1,120
-4% -$45.5K 0.13% 115
2020
Q4
$966K Sell
27,831
-4,886
-15% -$170K 0.12% 116
2020
Q3
$856K Sell
32,717
-9,100
-22% -$238K 0.12% 114
2020
Q2
$927K Sell
41,817
-10,052
-19% -$223K 0.14% 107
2020
Q1
$835K Sell
51,869
-2,140
-4% -$34.5K 0.15% 107
2019
Q4
$1.95M Sell
54,009
-701
-1% -$25.2K 0.27% 91
2019
Q3
$1.87M Sell
54,710
-977
-2% -$33.3K 0.28% 91
2019
Q2
$1.93M Sell
55,687
-352
-0.6% -$12.2K 0.37% 73
2019
Q1
$1.79M Sell
56,039
-3,126
-5% -$99.7K 0.35% 75
2018
Q4
$1.39M Sell
59,165
-8,730
-13% -$205K 0.31% 76
2018
Q3
$2.11M Sell
67,895
-382
-0.6% -$11.9K 0.41% 70
2018
Q2
$2.28M Sell
68,277
-914
-1% -$30.5K 0.48% 66
2018
Q1
$2.32M Sell
69,191
-1,909
-3% -$64K 0.51% 65
2017
Q4
$2.75M Sell
71,100
-4,086
-5% -$158K 0.59% 64
2017
Q3
$2.34M Sell
75,186
-674
-0.9% -$20.9K 0.53% 64
2017
Q2
$2.26M Buy
75,860
+571
+0.8% +$17K 0.54% 65
2017
Q1
$2.58M Buy
75,289
+3,244
+5% +$111K 0.63% 60
2016
Q4
$2.61M Buy
72,045
+1,960
+3% +$71.1K 0.67% 57
2016
Q3
$1.96M Buy
70,085
+5,779
+9% +$162K 0.53% 64
2016
Q2
$1.63M Buy
64,306
+2,397
+4% +$60.6K 0.46% 67
2016
Q1
$1.73M Buy
61,909
+576
+0.9% +$16.1K 0.51% 63
2015
Q4
$1.87M Buy
+61,333
New +$1.87M 0.57% 60