Creative Planning’s Synovus SNV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.84M | Buy |
54,872
+3,534
| +7% | +$183K | ﹤0.01% | 1067 |
|
|
2025
Q1 | $2.4M | Buy |
51,338
+8,477
| +20% | +$396K | ﹤0.01% | 1066 |
|
|
2024
Q4 | $2.2M | Buy |
42,861
+1,824
| +4% | +$93.4K | ﹤0.01% | 1073 |
|
|
2024
Q3 | $1.82M | Sell |
41,037
-2,355
| -5% | -$105K | ﹤0.01% | 1116 |
|
|
2024
Q2 | $1.74M | Buy |
43,392
+6,710
| +18% | +$270K | ﹤0.01% | 1053 |
|
|
2024
Q1 | $1.47M | Sell |
36,682
-5,010
| -12% | -$201K | ﹤0.01% | 1109 |
|
|
2023
Q4 | $1.57M | Buy |
41,692
+1,721
| +4% | +$64.8K | ﹤0.01% | 1013 |
|
|
2023
Q3 | $1.11M | Buy |
39,971
+566
| +1% | +$15.7K | ﹤0.01% | 1115 |
|
|
2023
Q2 | $1.19M | Buy |
39,405
+3,388
| +9% | +$102K | ﹤0.01% | 1043 |
|
|
2023
Q1 | $1.11M | Buy |
36,017
+2,611
| +8% | +$80.5K | ﹤0.01% | 1022 |
|
|
2022
Q4 | $1.25M | Sell |
33,406
-1,055
| -3% | -$39.6K | ﹤0.01% | 926 |
|
|
2022
Q3 | $1.29M | Buy |
34,461
+2,111
| +7% | +$79.2K | ﹤0.01% | 850 |
|
|
2022
Q2 | $1.17M | Buy |
32,350
+17,932
| +124% | +$646K | ﹤0.01% | 906 |
|
|
2022
Q1 | $707K | Buy |
14,418
+6,329
| +78% | +$310K | ﹤0.01% | 1152 |
|
|
2021
Q4 | $387K | Sell |
8,089
-270
| -3% | -$12.9K | ﹤0.01% | 1461 |
|
|
2021
Q3 | $367K | Buy |
8,359
+1,129
| +16% | +$49.6K | ﹤0.01% | 1480 |
|
|
2021
Q2 | $317K | Sell |
7,230
-751
| -9% | -$32.9K | ﹤0.01% | 1529 |
|
|
2021
Q1 | $365K | Sell |
7,981
-693
| -8% | -$31.7K | ﹤0.01% | 1630 |
|
|
2020
Q4 | $281K | Sell |
8,674
-4,189
| -33% | -$136K | ﹤0.01% | 1643 |
|
|
2020
Q3 | $272K | Buy |
+12,863
| New | +$272K | ﹤0.01% | 1459 |
|
|
2020
Q1 | – | Sell |
-9,561
| Closed | -$375K | – | 1895 |
|
|
2019
Q4 | $375K | Sell |
9,561
-84
| -0.9% | -$3.3K | ﹤0.01% | 1257 |
|
|
2019
Q3 | $345K | Sell |
9,645
-3,682
| -28% | -$132K | ﹤0.01% | 1266 |
|
|
2019
Q2 | $466K | Buy |
13,327
+1,362
| +11% | +$47.6K | ﹤0.01% | 1114 |
|
|
2019
Q1 | $411K | Buy |
11,965
+211
| +2% | +$7.25K | ﹤0.01% | 1143 |
|
|
2018
Q4 | $376K | Sell |
11,754
-253
| -2% | -$8.09K | ﹤0.01% | 1097 |
|
|
2018
Q3 | $550K | Hold |
12,007
| – | – | ﹤0.01% | 1020 |
|
|
2018
Q2 | $634K | Buy |
12,007
+164
| +1% | +$8.66K | ﹤0.01% | 950 |
|
|
2018
Q1 | $591K | Sell |
11,843
-1,121
| -9% | -$55.9K | ﹤0.01% | 991 |
|
|
2017
Q4 | $621K | Sell |
12,964
-2,865
| -18% | -$137K | ﹤0.01% | 942 |
|
|
2017
Q3 | $729K | Buy |
15,829
+3,259
| +26% | +$150K | ﹤0.01% | 849 |
|
|
2017
Q2 | $556K | Sell |
12,570
-2,390
| -16% | -$106K | ﹤0.01% | 958 |
|
|
2017
Q1 | $614K | Buy |
14,960
+4,811
| +47% | +$197K | ﹤0.01% | 879 |
|
|
2016
Q4 | $417K | Sell |
10,149
-12,464
| -55% | -$512K | ﹤0.01% | 1012 |
|
|
2016
Q3 | $736K | Sell |
22,613
-413
| -2% | -$13.4K | ﹤0.01% | 717 |
|
|
2016
Q2 | $668K | Buy |
23,026
+21
| +0.1% | +$609 | ﹤0.01% | 657 |
|
|
2016
Q1 | $665K | Buy |
23,005
+79
| +0.3% | +$2.28K | 0.01% | 637 |
|
|
2015
Q4 | $742K | Buy |
22,926
+850
| +4% | +$27.5K | 0.01% | 602 |
|
|
2015
Q3 | $653K | Hold |
22,076
| – | – | 0.01% | 635 |
|
|
2015
Q2 | $680K | Sell |
22,076
-3,961
| -15% | -$122K | 0.01% | 579 |
|
|
2015
Q1 | $729K | Buy |
26,037
+12,083
| +87% | +$338K | 0.01% | 583 |
|
|
2014
Q4 | $378K | Sell |
13,954
-18,472
| -57% | -$500K | ﹤0.01% | 814 |
|
|
2014
Q3 | $767K | Buy |
32,426
+4,413
| +16% | +$104K | 0.01% | 497 |
|
|
2014
Q2 | $683K | Sell |
28,013
-32,835
| -54% | -$801K | 0.01% | 521 |
|
|
2014
Q1 | $1.44M | Buy |
60,848
+6,853
| +13% | +$163K | 0.02% | 271 |
|
|
2013
Q4 | $1.36M | Buy |
53,995
+48,421
| +869% | +$1.22M | 0.02% | 248 |
|
|
2013
Q3 | $129K | Buy |
5,574
+3,220
| +137% | +$74.5K | ﹤0.01% | 969 |
|
|
2013
Q2 | $48K | Buy |
+2,354
| New | +$48K | ﹤0.01% | 1405 |
|