Focused Wealth Management’s Synchrony SYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Hold |
0
| – | – | – | 1058 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 1093 |
|
|
2022
Q2 | – | Sell |
-76
| Closed | -$3K | – | 1011 |
|
|
2022
Q1 | $3K | Sell |
76
-3,549
| -98% | -$140K | ﹤0.01% | 713 |
|
|
2021
Q4 | $168K | Hold |
3,625
| – | – | 0.03% | 196 |
|
|
2021
Q3 | $177K | Buy |
3,625
+75
| +2% | +$3.66K | 0.03% | 180 |
|
|
2021
Q2 | $172K | Sell |
3,550
-1,100
| -24% | -$53.3K | 0.03% | 195 |
|
|
2021
Q1 | $189K | Sell |
4,650
-150
| -3% | -$6.1K | 0.03% | 173 |
|
|
2020
Q4 | $167K | Sell |
4,800
-1,300
| -21% | -$45.2K | 0.03% | 169 |
|
|
2020
Q3 | $160K | Hold |
6,100
| – | – | 0.03% | 162 |
|
|
2020
Q2 | $135K | Buy |
6,100
+1,700
| +39% | +$37.6K | 0.03% | 177 |
|
|
2020
Q1 | $71K | Buy |
4,400
+200
| +5% | +$3.23K | 0.02% | 246 |
|
|
2019
Q4 | $151K | Hold |
4,200
| – | – | 0.04% | 200 |
|
|
2019
Q3 | $143K | Hold |
4,200
| – | – | 0.04% | 189 |
|
|
2019
Q2 | $146K | Hold |
4,200
| – | – | 0.04% | 185 |
|
|
2019
Q1 | $134K | Sell |
4,200
-1,700
| -29% | -$54.2K | 0.04% | 176 |
|
|
2018
Q4 | $138K | Hold |
5,900
| – | – | 0.05% | 178 |
|
|
2018
Q3 | $183K | Hold |
5,900
| – | – | 0.06% | 153 |
|
|
2018
Q2 | $197K | Hold |
5,900
| – | – | 0.07% | 153 |
|
|
2018
Q1 | $198K | Hold |
5,900
| – | – | 0.06% | 155 |
|
|
2017
Q4 | $228K | Buy |
+5,900
| New | +$228K | 0.07% | 140 |
|
|
2017
Q3 | – | Sell |
-5,900
| Closed | -$176K | – | 707 |
|
|
2017
Q2 | $176K | Buy |
+5,900
| New | +$176K | 0.07% | 151 |
|