Carolinas Wealth Consulting’s Synchrony SYF Stock Holding History

Carolinas Wealth Consulting’s Portfolio SYF Stock Details SYF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-36	Closed	-$1.91K	–	830
2025 Q1	$1.91K	Buy	36 +5	+16%	+$309	﹤0.01%	811
2024 Q4	$2.02K	Hold	31	–	–	﹤0.01%	833
2024 Q3	$1.55K	Hold	31	–	–	﹤0.01%	855
2024 Q2	$1.46K	Hold	31	–	–	﹤0.01%	850
2024 Q1	$1.34K	Buy	31 +5	+19%	+$199	﹤0.01%	848
2023 Q4	$993	Hold	26	–	–	﹤0.01%	834
2023 Q3	$736	Hold	26	–	–	﹤0.01%	881
2023 Q2	$882	Hold	26	–	–	﹤0.01%	926
2023 Q1	$756	Hold	26	–	–	﹤0.01%	937
2022 Q4	$854	Hold	26	–	–	﹤0.01%	919
2022 Q3	$1K	Sell	26 -6	-19%	-$194	﹤0.01%	856
2022 Q2	$1K	Hold	32	–	–	﹤0.01%	863
2022 Q1	$1K	Buy	32 +6	+23%	+$251	﹤0.01%	889
2021 Q4	$1K	Hold	26	–	–	﹤0.01%	937
2021 Q3	$1K	Hold	26	–	–	﹤0.01%	911
2021 Q2	$1K	Hold	26	–	–	﹤0.01%	919
2021 Q1	$1K	Hold	26	–	–	﹤0.01%	914
2020 Q4	$1K	Hold	26	–	–	﹤0.01%	838
2020 Q3	$1K	Buy	26 +12	+86%	+$291	﹤0.01%	886
2020 Q2	$0	Buy	+14	New	+$273	﹤0.01%	718

Other funds holding SYF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Carolinas Wealth Consulting's SYF Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Synchrony (SYF) in Q2 2025, closing a stake of 36 shares — an estimated $1.91K sold.

Carolinas Wealth Consulting first reported a position in SYF in Q2 2020 and held it in 20 quarters. The position peaked at $2.02K in Q4 2024. 876 funds tracked by Wall St. Rank hold SYF as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Synchrony position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 36 Synchrony shares in Q2 2025, an estimated $1.91K.
Carolinas Wealth Consulting first reported a position in Synchrony in Q2 2020 and held it in 20 quarters.
Carolinas Wealth Consulting's Synchrony position peaked at $2.02K in Q4 2024.
876 funds tracked by Wall St. Rank held Synchrony as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.