CWS
Confluence Wealth Services’s Synovus SNV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-8,142
| Closed | -$346K | – | 362 |
|
|
2025
Q1 | $346K | Sell |
8,142
-86
| -1% | -$3.65K | 0.02% | 277 |
|
|
2024
Q4 | $454K | Sell |
8,228
-321
| -4% | -$17.7K | 0.03% | 231 |
|
|
2024
Q3 | $380K | Sell |
8,549
-720
| -8% | -$32K | 0.03% | 252 |
|
|
2024
Q2 | $373K | Sell |
9,269
-1,879
| -17% | -$75.5K | 0.03% | 264 |
|
|
2024
Q1 | $447K | Sell |
11,148
-4,237
| -28% | -$170K | 0.04% | 219 |
|
|
2023
Q4 | $579K | Sell |
15,385
-645
| -4% | -$24.3K | 0.06% | 168 |
|
|
2023
Q3 | $446K | Buy |
16,030
+2,976
| +23% | +$82.7K | 0.09% | 170 |
|
|
2023
Q2 | $395K | Buy |
13,054
+5,942
| +84% | +$180K | 0.08% | 185 |
|
|
2023
Q1 | $219K | Buy |
+7,112
| New | +$219K | 0.05% | 247 |
|