Cohen Klingenstein’s Synchrony SYF Stock Holding History

Cohen Klingenstein’s Portfolio SYF Stock Details SYF Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.59M	Hold
2025 Q2	$1.49M	Hold
2025 Q1	$1.18M	Hold
2024 Q4	$1.45M	Sell
2024 Q3	$1.2M	Hold
2024 Q2	$1.13M	Sell
2024 Q1	$1.14M	Hold
2023 Q4	$1.01M	Hold
2023 Q3	$808K	Hold
2023 Q2	$897K	Hold
2023 Q1	$769K	Hold
2022 Q4	$869K	Hold
2022 Q3	$745K	Hold
2022 Q2	$730K	Hold
2022 Q1	$920K	Hold
2021 Q4	$1.23M	Hold
2021 Q3	$1.29M	Sell
2021 Q2	$1.38M	Hold
2021 Q1	$1.16M	Hold
2020 Q4	$986K	Hold
2020 Q3	$744K	Hold
2020 Q2	$630K	Hold
2020 Q1	$457K	Hold
2019 Q4	$1.02M	Hold
2019 Q3	$969K	Hold
2019 Q2	$985K	Hold
2019 Q1	$906K	Hold
2018 Q4	$667K	Hold
2018 Q3	$883K	Hold
2018 Q2	$948K	Hold
2018 Q1	$953K	Hold
2017 Q4	$1.1M	Hold
2017 Q3	$882K	Hold
2017 Q2	$847K	Hold
2017 Q1	$975K	Hold
2016 Q4	$1.03M	Hold
2016 Q3	$796K	Hold
2016 Q2	$718K	Hold
2016 Q1	$814K	Hold
2015 Q4	$864K	Buy