Elevation Wealth Partners’s Synchrony SYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.5K | Hold |
382
| – | – | 0.01% | 300 |
|
|
2025
Q1 | $20.2K | Hold |
382
| – | – | 0.01% | 311 |
|
|
2024
Q4 | $24.8K | Hold |
382
| – | – | 0.01% | 295 |
|
|
2024
Q3 | $19.1K | Hold |
382
| – | – | 0.01% | 303 |
|
|
2024
Q2 | $18K | Hold |
382
| – | – | 0.01% | 296 |
|
|
2024
Q1 | $16.5K | Sell |
382
-254
| -40% | -$11K | 0.01% | 310 |
|
|
2023
Q4 | $19.4K | Hold |
636
| – | – | 0.01% | 284 |
|
|
2023
Q3 | $19.4K | Hold |
636
| – | – | 0.02% | 208 |
|
|
2023
Q2 | $21.6K | Hold |
636
| – | – | 0.02% | 209 |
|
|
2023
Q1 | $18.5K | Buy |
+636
| New | +$18.5K | 0.02% | 224 |
|