Kingsview Wealth Management’s Synchrony SYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.8M | Buy |
146,860
+140,600
| +2,246% | +$9.38M | 0.17% | 111 |
|
|
2025
Q1 | $331K | Buy |
6,260
+1,531
| +32% | +$81.1K | 0.01% | 854 |
|
|
2024
Q4 | $307K | Sell |
4,729
-6,295
| -57% | -$409K | 0.01% | 898 |
|
|
2024
Q3 | $550K | Buy |
+11,024
| New | +$550K | 0.01% | 680 |
|
|
2024
Q1 | – | Sell |
-40,491
| Closed | -$1.55M | – | 1070 |
|
|
2023
Q4 | $1.55M | Buy |
+40,491
| New | +$1.55M | 0.05% | 341 |
|
|
2023
Q2 | – | Sell |
-37,343
| Closed | -$1.09M | – | 973 |
|
|
2023
Q1 | $1.09M | Buy |
+37,343
| New | +$1.09M | 0.05% | 375 |
|
|
2022
Q1 | – | Sell |
-6,404
| Closed | -$297K | – | 953 |
|
|
2021
Q4 | $297K | Sell |
6,404
-903
| -12% | -$41.9K | 0.01% | 724 |
|
|
2021
Q3 | $357K | Buy |
7,307
+241
| +3% | +$11.8K | 0.02% | 636 |
|
|
2021
Q2 | $345K | Buy |
+7,066
| New | +$345K | 0.02% | 661 |
|
|
2021
Q1 | – | Sell |
-8,359
| Closed | -$290K | – | 864 |
|
|
2020
Q4 | $290K | Buy |
+8,359
| New | +$290K | 0.02% | 560 |
|