Jamison Private Wealth Management’s Synovus SNV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$233K Buy
4,502
+33
+0.7% +$1.71K 0.03% 183
2025
Q1
$209K Sell
4,469
-5,766
-56% -$269K 0.03% 191
2024
Q4
$524K Sell
10,235
-5,761
-36% -$295K 0.08% 144
2024
Q3
$711K Buy
15,996
+35
+0.2% +$1.56K 0.11% 119
2024
Q2
$641K Buy
15,961
+38
+0.2% +$1.53K 0.11% 115
2024
Q1
$638K Buy
15,923
+11
+0.1% +$441 0.11% 123
2023
Q4
$599K Sell
15,912
-1,054
-6% -$39.7K 0.11% 120
2023
Q3
$472K Buy
+16,966
New +$472K 0.1% 128