EP Wealth Advisors’s Synchrony SYF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$285K	Buy	+4,268	New	+$285K	﹤0.01%	1050
2025 Q1	–	Sell	-4,294	Closed	-$279K	–	1368
2024 Q4	$279K	Sell	4,294 -464	-10%	-$30.2K	﹤0.01%	900
2024 Q3	$237K	Buy	+4,758	New	+$237K	﹤0.01%	962