Buckingham Strategic Wealth’s Synovus SNV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $275K | Sell |
6,831
-4
| -0.1% | -$161 | ﹤0.01% | 622 |
|
|
2024
Q1 | $274K | Sell |
6,835
-7
| -0.1% | -$280 | ﹤0.01% | 615 |
|
|
2023
Q4 | $258K | Buy |
+6,842
| New | +$258K | ﹤0.01% | 612 |
|
|
2023
Q3 | – | Sell |
-7,131
| Closed | -$216K | – | 708 |
|
|
2023
Q2 | $216K | Hold |
7,131
| – | – | ﹤0.01% | 618 |
|
|
2023
Q1 | $268K | Hold |
7,131
| – | – | ﹤0.01% | 503 |
|
|
2022
Q4 | $268K | Sell |
7,131
-16
| -0.2% | -$601 | ﹤0.01% | 505 |
|
|
2022
Q3 | $268K | Hold |
7,147
| – | – | 0.01% | 493 |
|
|
2022
Q2 | $258K | Hold |
7,147
| – | – | 0.01% | 497 |
|
|
2022
Q1 | $350K | Hold |
7,147
| – | – | 0.01% | 427 |
|
|
2021
Q4 | $342K | Buy |
7,147
+500
| +8% | +$23.9K | 0.01% | 447 |
|
|
2021
Q3 | $292K | Sell |
6,647
-184
| -3% | -$8.08K | 0.01% | 471 |
|
|
2021
Q2 | $300K | Hold |
6,831
| – | – | 0.01% | 465 |
|
|
2021
Q1 | $313K | Sell |
6,831
-112
| -2% | -$5.13K | 0.02% | 425 |
|
|
2020
Q4 | $225K | Buy |
+6,943
| New | +$225K | 0.01% | 483 |
|
|
2020
Q1 | – | Sell |
-6,943
| Closed | -$272K | – | 508 |
|
|
2019
Q4 | $272K | Buy |
+6,943
| New | +$272K | 0.03% | 379 |
|