JFS Wealth Advisors’s Synchrony SYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.4K | Sell |
515
-30
| -6% | -$2K | ﹤0.01% | 545 |
|
|
2025
Q1 | $28.9K | Sell |
545
-42
| -7% | -$2.22K | ﹤0.01% | 582 |
|
|
2024
Q4 | $38.2K | Buy |
587
+50
| +9% | +$3.25K | ﹤0.01% | 509 |
|
|
2024
Q3 | $26.8K | Buy |
537
+4
| +0.8% | +$200 | ﹤0.01% | 581 |
|
|
2024
Q2 | $25.2K | Sell |
533
-1
| -0.2% | -$47 | ﹤0.01% | 558 |
|
|
2024
Q1 | $23K | Hold |
534
| – | – | ﹤0.01% | 596 |
|
|
2023
Q4 | $20.4K | Sell |
534
-236
| -31% | -$9.01K | ﹤0.01% | 580 |
|
|
2023
Q3 | $23.5K | Buy |
770
+54
| +8% | +$1.65K | ﹤0.01% | 504 |
|
|
2023
Q2 | $24.3K | Buy |
716
+134
| +23% | +$4.55K | ﹤0.01% | 499 |
|
|
2023
Q1 | $16.9K | Sell |
582
-167
| -22% | -$4.86K | ﹤0.01% | 569 |
|
|
2022
Q4 | $24.6K | Buy |
749
+93
| +14% | +$3.06K | ﹤0.01% | 486 |
|
|
2022
Q3 | $18K | Buy |
656
+85
| +15% | +$2.33K | ﹤0.01% | 598 |
|
|
2022
Q2 | $16K | Sell |
571
-48
| -8% | -$1.35K | ﹤0.01% | 640 |
|
|
2022
Q1 | $22K | Buy |
619
+235
| +61% | +$8.35K | ﹤0.01% | 583 |
|
|
2021
Q4 | $18K | Buy |
384
+78
| +25% | +$3.66K | ﹤0.01% | 591 |
|
|
2021
Q3 | $15K | Buy |
+306
| New | +$15K | ﹤0.01% | 587 |
|
|
2016
Q2 | – | Sell |
-98
| Closed | -$3K | – | 606 |
|
|
2016
Q1 | $3K | Buy |
+98
| New | +$3K | ﹤0.01% | 495 |
|