Integrated Wealth Concepts’s Synchrony SYF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$521K Buy
2025
Q1
$379K Sell
2024
Q4
$3.87M Sell
2024
Q3
$3.15M Sell
2024
Q2
$3.6M Buy
2024
Q1
$2.87M Buy
2023
Q4
$1.77M Sell
2023
Q3
$1.65M Buy
2023
Q2
$474K Sell
2023
Q1
$601K Buy
2022
Q4
$578K Buy
2021
Q4
Sell
2021
Q3
$212K Buy