HB Wealth Management’s Synchrony SYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $786K | Buy |
11,783
+3,829
| +48% | +$256K | 0.01% | 587 |
|
|
2025
Q1 | $421K | Buy |
7,954
+1,617
| +26% | +$85.6K | ﹤0.01% | 806 |
|
|
2024
Q4 | $412K | Buy |
6,337
+13
| +0.2% | +$845 | ﹤0.01% | 685 |
|
|
2024
Q3 | $315K | Buy |
6,324
+106
| +2% | +$5.29K | ﹤0.01% | 736 |
|
|
2024
Q2 | $293K | Buy |
6,218
+696
| +13% | +$32.8K | ﹤0.01% | 707 |
|
|
2024
Q1 | $238K | Buy |
5,522
+28
| +0.5% | +$1.21K | ﹤0.01% | 735 |
|
|
2023
Q4 | $210K | Sell |
5,494
-2,616
| -32% | -$99.9K | ﹤0.01% | 728 |
|
|
2023
Q3 | $248K | Sell |
8,110
-46
| -0.6% | -$1.41K | ﹤0.01% | 627 |
|
|
2023
Q2 | $277K | Buy |
+8,156
| New | +$277K | ﹤0.01% | 570 |
|
|
2023
Q1 | – | Sell |
-6,675
| Closed | -$219K | – | 732 |
|
|
2022
Q4 | $219K | Buy |
+6,675
| New | +$219K | ﹤0.01% | 621 |
|