Carson Wealth (CWM LLC)’s Synchrony SYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.6M | Buy |
38,998
+17,055
| +78% | +$1.14M | 0.01% | 850 |
|
|
2025
Q1 | $1.16M | Buy |
21,943
+1,317
| +6% | +$69.7K | ﹤0.01% | 1053 |
|
|
2024
Q4 | $1.34M | Sell |
20,626
-146
| -0.7% | -$9.49K | 0.01% | 939 |
|
|
2024
Q3 | $1.04M | Buy |
20,772
+526
| +3% | +$26.2K | ﹤0.01% | 1005 |
|
|
2024
Q2 | $955K | Buy |
20,246
+7,307
| +56% | +$345K | ﹤0.01% | 920 |
|
|
2024
Q1 | $558K | Buy |
12,939
+2,410
| +23% | +$104K | ﹤0.01% | 1089 |
|
|
2023
Q4 | $402K | Buy |
10,529
+2,606
| +33% | +$99.5K | ﹤0.01% | 1140 |
|
|
2023
Q3 | $242K | Buy |
7,923
+1,680
| +27% | +$51.3K | ﹤0.01% | 1232 |
|
|
2023
Q2 | $212K | Sell |
6,243
-2,205
| -26% | -$74.9K | ﹤0.01% | 1223 |
|
|
2023
Q1 | $246K | Buy |
8,448
+557
| +7% | +$16.2K | ﹤0.01% | 1121 |
|
|
2022
Q4 | $259K | Buy |
7,891
+733
| +10% | +$24.1K | ﹤0.01% | 1007 |
|
|
2022
Q3 | $202K | Sell |
7,158
-5,017
| -41% | -$142K | ﹤0.01% | 1043 |
|
|
2022
Q2 | $336K | Buy |
12,175
+1,057
| +10% | +$29.2K | ﹤0.01% | 854 |
|
|
2022
Q1 | $387K | Buy |
11,118
+5,299
| +91% | +$184K | ﹤0.01% | 796 |
|
|
2021
Q4 | $270K | Buy |
+5,819
| New | +$270K | ﹤0.01% | 911 |
|
|
2021
Q2 | $50K | Hold |
1,039
| – | – | ﹤0.01% | 1401 |
|
|
2021
Q1 | $50K | Hold |
1,039
| – | – | ﹤0.01% | 1401 |
|
|
2020
Q4 | $50K | Hold |
1,039
| – | – | ﹤0.01% | 1401 |
|
|
2020
Q3 | $50K | Hold |
1,039
| – | – | ﹤0.01% | 1401 |
|
|
2020
Q2 | $50K | Hold |
1,039
| – | – | ﹤0.01% | 1401 |
|
|
2020
Q1 | $50K | Hold |
1,039
| – | – | ﹤0.01% | 1401 |
|
|
2019
Q4 | $50K | Hold |
1,039
| – | – | ﹤0.01% | 1401 |
|
|
2019
Q3 | $50K | Hold |
1,039
| – | – | ﹤0.01% | 1401 |
|
|
2019
Q2 | $50K | Hold |
1,039
| – | – | ﹤0.01% | 1401 |
|
|
2019
Q1 | $50K | Buy |
1,039
+909
| +699% | +$43.7K | ﹤0.01% | 1401 |
|
|
2018
Q4 | $3K | Sell |
130
-212
| -62% | -$4.89K | ﹤0.01% | 1675 |
|
|
2018
Q3 | $11K | Sell |
342
-387
| -53% | -$12.4K | ﹤0.01% | 1131 |
|
|
2018
Q2 | $24K | Buy |
729
+158
| +28% | +$5.2K | ﹤0.01% | 799 |
|
|
2018
Q1 | $19K | Buy |
571
+458
| +405% | +$15.2K | ﹤0.01% | 718 |
|
|
2017
Q4 | $4K | Hold |
113
| – | – | ﹤0.01% | 1157 |
|
|
2017
Q3 | $4K | Sell |
113
-10
| -8% | -$354 | ﹤0.01% | 1160 |
|
|
2017
Q2 | $4K | Buy |
123
+1
| +0.8% | +$33 | ﹤0.01% | 926 |
|
|
2017
Q1 | $4K | Sell |
122
-487
| -80% | -$16K | ﹤0.01% | 908 |
|
|
2016
Q4 | $22K | Buy |
609
+487
| +399% | +$17.6K | ﹤0.01% | 572 |
|
|
2016
Q3 | $3K | Hold |
122
| – | – | ﹤0.01% | 886 |
|
|
2016
Q2 | $3K | Buy |
122
+9
| +8% | +$221 | ﹤0.01% | 684 |
|
|
2016
Q1 | $3K | Buy |
+113
| New | +$3K | ﹤0.01% | 655 |
|