Creative Planning’s Synchrony SYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.08M | Sell |
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|
2025
Q1 | $1.78M | Buy |
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|
2024
Q4 | $2.04M | Buy |
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|
2024
Q3 | $1.5M | Buy |
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|
2024
Q2 | $1.4M | Sell |
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|
2024
Q1 | $1.32M | Buy |
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|
2023
Q4 | $1.11M | Sell |
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|
2023
Q3 | $1.16M | Sell |
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|
2023
Q2 | $1.39M | Buy |
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|
2023
Q1 | $651K | Buy |
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|
2022
Q4 | $646K | Buy |
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|
2022
Q3 | $517K | Sell |
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|
2022
Q2 | $659K | Buy |
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|
2022
Q1 | $635K | Buy |
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|
2021
Q4 | $388K | Buy |
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|
2021
Q3 | $381K | Buy |
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|
2021
Q2 | $208K | Sell |
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|
2021
Q1 | $517K | Sell |
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|
2020
Q4 | $443K | Buy |
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|
2020
Q3 | $327K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $195K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $307K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $223K | Sell |
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|
2018
Q2 | $389K | Sell |
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|
2018
Q1 | $447K | Buy |
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|
2017
Q4 | $351K | Buy |
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|
2017
Q3 | $263K | Sell |
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|
2017
Q2 | $265K | Buy |
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|
2017
Q1 | $201K | Buy |
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|
2016
Q4 | $204K | Sell |
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|
2016
Q3 | $187K | Buy |
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|
2016
Q2 | $101K | Buy |
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|
2016
Q1 | $107K | Buy |
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|
2015
Q4 | $110K | Sell |
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|
2015
Q3 | $139K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $109K | Buy |
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|
2014
Q4 | $98K | Buy |
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|
2014
Q3 | $79K | Buy |
|