CFA
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Compass Financial Advisors’s Synovus SNV Stock Holding History

Compass Financial Advisors’s Portfolio SNV Stock Details SNV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-10,264
Closed -$316K – 86
2023
Q1 		$316K Buy
10,264
+373
+4% +$11.5K 0.4% 87
2022
Q4 		$371K Buy
+9,891
New +$371K 0.5% 68