HBK Sorce Advisory’s Synovus SNV Stock Holding History

HBK Sorce Advisory’s Portfolio SNV Stock Details SNV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$256K	Buy
2024 Q4	$277K	Sell
2024 Q3	$940K	Sell
2024 Q2	$1.35M	Sell
2024 Q1	$2.06M	Sell
2023 Q4	$1.97M	Buy
2023 Q3	$1.45M	Hold
2023 Q2	$1.58M	Hold
2023 Q1	$1.61M	Sell
2022 Q4	$4.04M	Buy
2022 Q3	$2.02M	Hold
2022 Q2	$1.94M	Sell
2022 Q1	$2.64M	Sell
2021 Q4	$3.06M	Buy
2021 Q3	$2.8M	Hold
2021 Q2	$2.8M	Hold
2021 Q1	$2.92M	Hold
2020 Q4	$2.06M	Hold
2020 Q3	$1.35M	Sell
2020 Q2	$2.62M	Hold
2020 Q1	$2.24M	Hold
2019 Q4	$5M	Hold
2019 Q3	$4.56M	Hold
2019 Q2	$4.46M	Hold
2019 Q1	$4.38M	Hold
2018 Q4	$4.08M	Hold
2018 Q3	$5.84M	Hold
2018 Q2	$6.73M	Sell
2018 Q1	$6.54M	Hold
2017 Q4	$6.28M	Sell
2017 Q3	$6.05M	Hold
2017 Q2	$5.81M	Hold
2017 Q1	$5.39M	Hold
2016 Q4	$5.39M	Hold
2016 Q3	$4.27M	Sell
2016 Q2	$3.85M	Hold
2016 Q1	$3.84M	Hold
2015 Q4	$4.3M	Buy