Integrated Wealth Concepts’s Synchrony SYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $521K | Buy |
7,800
+649
| +9% | +$43.3K | 0.01% | 1249 |
|
|
2025
Q1 | $379K | Sell |
7,151
-52,366
| -88% | -$2.77M | ﹤0.01% | 1281 |
|
|
2024
Q4 | $3.87M | Sell |
59,517
-3,648
| -6% | -$237K | 0.05% | 344 |
|
|
2024
Q3 | $3.15M | Sell |
63,165
-13,180
| -17% | -$657K | 0.04% | 409 |
|
|
2024
Q2 | $3.6M | Buy |
76,345
+9,804
| +15% | +$463K | 0.05% | 338 |
|
|
2024
Q1 | $2.87M | Buy |
66,541
+20,234
| +44% | +$873K | 0.04% | 398 |
|
|
2023
Q4 | $1.77M | Sell |
46,307
-7,521
| -14% | -$287K | 0.03% | 521 |
|
|
2023
Q3 | $1.65M | Buy |
53,828
+39,843
| +285% | +$1.22M | 0.03% | 516 |
|
|
2023
Q2 | $474K | Sell |
13,985
-6,687
| -32% | -$227K | 0.01% | 999 |
|
|
2023
Q1 | $601K | Buy |
20,672
+3,082
| +18% | +$89.6K | 0.01% | 793 |
|
|
2022
Q4 | $578K | Buy |
+17,590
| New | +$578K | 0.02% | 618 |
|
|
2021
Q4 | – | Sell |
-4,339
| Closed | -$212K | – | 1019 |
|
|
2021
Q3 | $212K | Buy |
+4,339
| New | +$212K | 0.01% | 879 |
|