HSA
HBK Sorce Advisory’s Synovus SNV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,479
| Closed | -$256K | – | 620 |
|
|
2025
Q1 | $256K | Buy |
5,479
+78
| +1% | +$3.65K | 0.01% | 484 |
|
|
2024
Q4 | $277K | Sell |
5,401
-15,732
| -74% | -$806K | 0.01% | 469 |
|
|
2024
Q3 | $940K | Sell |
21,133
-12,465
| -37% | -$554K | 0.03% | 227 |
|
|
2024
Q2 | $1.35M | Sell |
33,598
-17,792
| -35% | -$715K | 0.05% | 171 |
|
|
2024
Q1 | $2.06M | Sell |
51,390
-986
| -2% | -$39.5K | 0.07% | 136 |
|
|
2023
Q4 | $1.97M | Buy |
52,376
+48
| +0.1% | +$1.81K | 0.08% | 141 |
|
|
2023
Q3 | $1.45M | Hold |
52,328
| – | – | 0.06% | 158 |
|
|
2023
Q2 | $1.58M | Hold |
52,328
| – | – | 0.07% | 158 |
|
|
2023
Q1 | $1.61M | Sell |
52,328
-55,128
| -51% | -$1.7M | 0.07% | 156 |
|
|
2022
Q4 | $4.04M | Buy |
107,456
+53,728
| +100% | +$2.02M | 0.11% | 128 |
|
|
2022
Q3 | $2.02M | Hold |
53,728
| – | – | 0.13% | 116 |
|
|
2022
Q2 | $1.94M | Sell |
53,728
-191
| -0.4% | -$6.89K | 0.14% | 110 |
|
|
2022
Q1 | $2.64M | Sell |
53,919
-10,000
| -16% | -$490K | 0.14% | 105 |
|
|
2021
Q4 | $3.06M | Buy |
63,919
+191
| +0.3% | +$9.14K | 0.15% | 98 |
|
|
2021
Q3 | $2.8M | Hold |
63,728
| – | – | 0.15% | 100 |
|
|
2021
Q2 | $2.8M | Hold |
63,728
| – | – | 0.15% | 104 |
|
|
2021
Q1 | $2.92M | Hold |
63,728
| – | – | 0.17% | 91 |
|
|
2020
Q4 | $2.06M | Hold |
63,728
| – | – | 0.13% | 115 |
|
|
2020
Q3 | $1.35M | Sell |
63,728
-63,728
| -50% | -$1.35M | 0.1% | 139 |
|
|
2020
Q2 | $2.62M | Hold |
127,456
| – | – | 0.19% | 79 |
|
|
2020
Q1 | $2.24M | Hold |
127,456
| – | – | 0.22% | 73 |
|
|
2019
Q4 | $5M | Hold |
127,456
| – | – | 0.44% | 40 |
|
|
2019
Q3 | $4.56M | Hold |
127,456
| – | – | 0.44% | 40 |
|
|
2019
Q2 | $4.46M | Hold |
127,456
| – | – | 0.43% | 40 |
|
|
2019
Q1 | $4.38M | Hold |
127,456
| – | – | 0.44% | 44 |
|
|
2018
Q4 | $4.08M | Hold |
127,456
| – | – | 0.47% | 42 |
|
|
2018
Q3 | $5.84M | Hold |
127,456
| – | – | 0.66% | 25 |
|
|
2018
Q2 | $6.73M | Sell |
127,456
-3,539
| -3% | -$187K | 0.78% | 19 |
|
|
2018
Q1 | $6.54M | Hold |
130,995
| – | – | 0.82% | 15 |
|
|
2017
Q4 | $6.28M | Sell |
130,995
-300
| -0.2% | -$14.4K | 0.74% | 21 |
|
|
2017
Q3 | $6.05M | Hold |
131,295
| – | – | 0.91% | 15 |
|
|
2017
Q2 | $5.81M | Hold |
131,295
| – | – | 0.93% | 17 |
|
|
2017
Q1 | $5.39M | Hold |
131,295
| – | – | 0.91% | 11 |
|
|
2016
Q4 | $5.39M | Hold |
131,295
| – | – | 0.97% | 15 |
|
|
2016
Q3 | $4.27M | Sell |
131,295
-1,600
| -1% | -$52K | 0.85% | 16 |
|
|
2016
Q2 | $3.85M | Hold |
132,895
| – | – | 0.82% | 17 |
|
|
2016
Q1 | $3.84M | Hold |
132,895
| – | – | 0.91% | 15 |
|
|
2015
Q4 | $4.3M | Buy |
+132,895
| New | +$4.3M | 1.12% | 13 |
|