DBIA
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Dumont & Blake Investment Advisors’s Synchrony SYF Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.5M Sell
37,488
-215
-0.6% -$14.3K 0.65% 37
2025
Q1
$2M Buy
37,703
+50
+0.1% +$2.65K 0.56% 48
2024
Q4
$2.45M Sell
37,653
-275
-0.7% -$17.9K 0.66% 36
2024
Q3
$1.89M Sell
37,928
-54,238
-59% -$2.71M 0.5% 52
2024
Q2
$4.35M Buy
92,166
+47,563
+107% +$2.24M 0.62% 36
2024
Q1
$1.92M Sell
44,603
-90
-0.2% -$3.88K 0.55% 46
2023
Q4
$1.71M Sell
44,693
-1,420
-3% -$54.2K 0.53% 47
2023
Q3
$1.41M Buy
46,113
+315
+0.7% +$9.63K 0.48% 54
2023
Q2
$1.55M Sell
45,798
-238
-0.5% -$8.07K 0.5% 51
2023
Q1
$1.34M Sell
46,036
-30
-0.1% -$873 0.45% 64
2022
Q4
$1.51M Sell
46,066
-637
-1% -$20.9K 0.54% 53
2022
Q3
$1.32M Sell
46,703
-109
-0.2% -$3.07K 0.49% 57
2022
Q2
$1.29M Buy
46,812
+85
+0.2% +$2.35K 0.42% 69
2022
Q1
$1.63M Sell
46,727
-300
-0.6% -$10.4K 0.44% 60
2021
Q4
$2.18M Buy
47,027
+75
+0.2% +$3.48K 0.57% 44
2021
Q3
$2.3M Buy
46,952
+1,135
+2% +$55.5K 0.66% 39
2021
Q2
$2.22M Buy
45,817
+105
+0.2% +$5.1K 0.63% 41
2021
Q1
$1.86M Hold
45,712
0.57% 49
2020
Q4
$1.59M Sell
45,712
-1,583
-3% -$55K 0.54% 49
2020
Q3
$1.24M Sell
47,295
-391
-0.8% -$10.2K 0.47% 61
2020
Q2
$1.06M Buy
47,686
+23,051
+94% +$511K 0.44% 65
2020
Q1
$396K Sell
24,635
-150
-0.6% -$2.41K 0.2% 113
2019
Q4
$893K Buy
24,785
+50
+0.2% +$1.8K 0.35% 86
2019
Q3
$843K Sell
24,735
-290
-1% -$9.88K 0.35% 87
2019
Q2
$868K Buy
+25,025
New +$868K 0.36% 85