Creative Planning’s Synchrony SYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.08M | Sell |
31,103
-2,533
| -8% | -$169K | ﹤0.01% | 1279 |
|
|
2025
Q1 | $1.78M | Buy |
33,636
+2,285
| +7% | +$121K | ﹤0.01% | 1257 |
|
|
2024
Q4 | $2.04M | Buy |
31,351
+1,287
| +4% | +$83.7K | ﹤0.01% | 1121 |
|
|
2024
Q3 | $1.5M | Buy |
30,064
+308
| +1% | +$15.4K | ﹤0.01% | 1243 |
|
|
2024
Q2 | $1.4M | Sell |
29,756
-750
| -2% | -$35.4K | ﹤0.01% | 1176 |
|
|
2024
Q1 | $1.32M | Buy |
30,506
+1,442
| +5% | +$62.2K | ﹤0.01% | 1161 |
|
|
2023
Q4 | $1.11M | Sell |
29,064
-8,932
| -24% | -$341K | ﹤0.01% | 1174 |
|
|
2023
Q3 | $1.16M | Sell |
37,996
-3,003
| -7% | -$91.8K | ﹤0.01% | 1096 |
|
|
2023
Q2 | $1.39M | Buy |
40,999
+18,614
| +83% | +$631K | ﹤0.01% | 970 |
|
|
2023
Q1 | $651K | Buy |
22,385
+2,723
| +14% | +$79.2K | ﹤0.01% | 1313 |
|
|
2022
Q4 | $646K | Buy |
19,662
+1,324
| +7% | +$43.5K | ﹤0.01% | 1275 |
|
|
2022
Q3 | $517K | Sell |
18,338
-5,535
| -23% | -$156K | ﹤0.01% | 1311 |
|
|
2022
Q2 | $659K | Buy |
23,873
+5,658
| +31% | +$156K | ﹤0.01% | 1155 |
|
|
2022
Q1 | $635K | Buy |
18,215
+9,840
| +117% | +$343K | ﹤0.01% | 1209 |
|
|
2021
Q4 | $388K | Buy |
8,375
+572
| +7% | +$26.5K | ﹤0.01% | 1457 |
|
|
2021
Q3 | $381K | Buy |
7,803
+3,524
| +82% | +$172K | ﹤0.01% | 1451 |
|
|
2021
Q2 | $208K | Sell |
4,279
-8,426
| -66% | -$410K | ﹤0.01% | 1780 |
|
|
2021
Q1 | $517K | Sell |
12,705
-44
| -0.3% | -$1.79K | ﹤0.01% | 1398 |
|
|
2020
Q4 | $443K | Buy |
12,749
+255
| +2% | +$8.86K | ﹤0.01% | 1366 |
|
|
2020
Q3 | $327K | Buy |
+12,494
| New | +$327K | ﹤0.01% | 1345 |
|
|
2020
Q1 | – | Sell |
-5,407
| Closed | -$195K | – | 1901 |
|
|
2019
Q4 | $195K | Buy |
+5,407
| New | +$195K | ﹤0.01% | 1637 |
|
|
2019
Q3 | – | Sell |
-8,842
| Closed | -$307K | – | 1943 |
|
|
2019
Q2 | $307K | Buy |
+8,842
| New | +$307K | ﹤0.01% | 1348 |
|
|
2018
Q4 | – | Sell |
-7,159
| Closed | -$223K | – | 1919 |
|
|
2018
Q3 | $223K | Sell |
7,159
-4,482
| -39% | -$140K | ﹤0.01% | 1590 |
|
|
2018
Q2 | $389K | Sell |
11,641
-1,688
| -13% | -$56.4K | ﹤0.01% | 1202 |
|
|
2018
Q1 | $447K | Buy |
13,329
+4,238
| +47% | +$142K | ﹤0.01% | 1123 |
|
|
2017
Q4 | $351K | Buy |
9,091
+634
| +7% | +$24.5K | ﹤0.01% | 1265 |
|
|
2017
Q3 | $263K | Sell |
8,457
-428
| -5% | -$13.3K | ﹤0.01% | 1408 |
|
|
2017
Q2 | $265K | Buy |
8,885
+3,022
| +52% | +$90.1K | ﹤0.01% | 1351 |
|
|
2017
Q1 | $201K | Buy |
5,863
+240
| +4% | +$8.23K | ﹤0.01% | 1484 |
|
|
2016
Q4 | $204K | Sell |
5,623
-1,053
| -16% | -$38.2K | ﹤0.01% | 1394 |
|
|
2016
Q3 | $187K | Buy |
6,676
+2,696
| +68% | +$75.5K | ﹤0.01% | 1434 |
|
|
2016
Q2 | $101K | Buy |
3,980
+264
| +7% | +$6.7K | ﹤0.01% | 1665 |
|
|
2016
Q1 | $107K | Buy |
3,716
+98
| +3% | +$2.82K | ﹤0.01% | 1574 |
|
|
2015
Q4 | $110K | Sell |
3,618
-817
| -18% | -$24.8K | ﹤0.01% | 1560 |
|
|
2015
Q3 | $139K | Buy |
+4,435
| New | +$139K | ﹤0.01% | 1386 |
|
|
2015
Q2 | – | Sell |
-3,586
| Closed | -$109K | – | 2670 |
|
|
2015
Q1 | $109K | Buy |
3,586
+286
| +9% | +$8.69K | ﹤0.01% | 1523 |
|
|
2014
Q4 | $98K | Buy |
3,300
+100
| +3% | +$2.97K | ﹤0.01% | 1550 |
|
|
2014
Q3 | $79K | Buy |
+3,200
| New | +$79K | ﹤0.01% | 1621 |
|