Creative Planning’s Synaptics SYNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.82M | Buy |
40,192
+9,114
| +29% | +$740K | ﹤0.01% | 1632 |
|
|
2025
Q4 | $2.3M | Buy |
31,078
+5,372
| +21% | +$377K | ﹤0.01% | 1617 |
|
|
2025
Q3 | $1.76M | Buy |
25,706
+1,607
| +7% | +$109K | ﹤0.01% | 1644 |
|
|
2025
Q2 | $1.56M | Buy |
24,099
+9,181
| +62% | +$540K | ﹤0.01% | 1513 |
|
|
2025
Q1 | $951K | Buy |
14,918
+4,041
| +37% | +$293K | ﹤0.01% | 1758 |
|
|
2024
Q4 | $830K | Buy |
10,877
+1,935
| +22% | +$147K | ﹤0.01% | 1795 |
|
|
2024
Q3 | $694K | Buy |
8,942
+4,752
| +113% | +$381K | ﹤0.01% | 1824 |
|
|
2024
Q2 | $370K | Sell |
4,190
-1,172
| -22% | -$106K | ﹤0.01% | 2190 |
|
|
2024
Q1 | $523K | Buy |
5,362
+376
| +8% | +$39.5K | ﹤0.01% | 1824 |
|
|
2023
Q4 | $569K | Buy |
4,986
+660
| +15% | +$65.5K | ﹤0.01% | 1625 |
|
|
2023
Q3 | $387K | Buy |
4,326
+1,651
| +62% | +$145K | ﹤0.01% | 1745 |
|
|
2023
Q2 | $228K | Sell |
2,675
-403
| -13% | -$35K | ﹤0.01% | 2121 |
|
|
2023
Q1 | $342K | Buy |
3,078
+269
| +10% | +$31K | ﹤0.01% | 1715 |
|
|
2022
Q4 | $267K | Buy |
2,809
+205
| +8% | +$19.7K | ﹤0.01% | 1801 |
|
|
2022
Q3 | $258K | Buy |
2,604
+466
| +22% | +$57.8K | ﹤0.01% | 1745 |
|
|
2022
Q2 | $252K | Buy |
2,138
+240
| +13% | +$35.2K | ﹤0.01% | 1729 |
|
|
2022
Q1 | $379K | Buy |
1,898
+14
| +0.7% | +$3.1K | ﹤0.01% | 1488 |
|
|
2021
Q4 | $545K | Buy |
1,884
+332
| +21% | +$79.3K | ﹤0.01% | 1254 |
|
|
2021
Q3 | $279K | Buy |
1,552
+8
| +0.5% | +$1.34K | ﹤0.01% | 1639 |
|
|
2021
Q2 | $240K | Sell |
1,544
-313
| -17% | -$42.3K | ﹤0.01% | 1698 |
|
|
2021
Q1 | $251K | Buy |
+1,857
| New | +$226K | ﹤0.01% | 1910 |
|
|
2017
Q3 | – | Sell |
-592
| Closed | -$31K | – | 3508 |
|
|
2017
Q2 | $31K | Sell |
592
-143
| -19% | -$7.8K | ﹤0.01% | 2867 |
|
|
2017
Q1 | $36K | Buy |
735
+225
| +44% | +$12.1K | ﹤0.01% | 2711 |
|
|
2016
Q4 | $27K | Hold |
510
| – | – | ﹤0.01% | 2871 |
|
|
2016
Q3 | $30K | Buy |
510
+10
| +2% | +$550 | ﹤0.01% | 2747 |
|
|
2016
Q2 | $27K | Sell |
500
-200
| -29% | -$13.7K | ﹤0.01% | 2580 |
|
|
2016
Q1 | $56K | Sell |
700
-142
| -17% | -$10.8K | ﹤0.01% | 2019 |
|
|
2015
Q4 | $68K | Hold |
842
| – | – | ﹤0.01% | 1872 |
|
|
2015
Q3 | $69K | Buy |
+842
| New | +$63.6K | ﹤0.01% | 1826 |
|
|
2015
Q2 | – | Sell |
-9,042
| Closed | -$735K | – | 2798 |
|
|
2015
Q1 | $735K | Sell |
9,042
-500
| -5% | -$37.8K | 0.01% | 582 |
|
|
2014
Q4 | $657K | Sell |
9,542
-5,350
| -36% | -$358K | 0.01% | 589 |
|
|
2014
Q3 | $1.09M | Buy |
14,892
+3,045
| +26% | +$248K | 0.01% | 372 |
|
|
2014
Q2 | $1.07M | Buy |
11,847
+2,626
| +28% | +$178K | 0.01% | 370 |
|
|
2014
Q1 | $553K | Buy |
9,221
+8,621
| +1,437% | +$512K | 0.01% | 578 |
|
|
2013
Q4 | $31K | Buy |
600
+300
| +100% | +$14.7K | ﹤0.01% | 1936 |
|
|
2013
Q3 | $13K | Buy |
+300
| New | +$12.3K | ﹤0.01% | 2324 |
|
Other funds holding SYNA
VPM
VCM
OAG
