Kovitz Investment Group Partners’s Synchrony SYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-55,429
| Closed | -$3.94M | – | 1226 |
|
|
2025
Q3 | $3.94M | Buy |
55,429
+1,974
| +4% | +$143K | 0.02% | 509 |
|
|
2025
Q2 | $3.57M | Sell |
53,455
-19,319
| -27% | -$1.08M | 0.02% | 506 |
|
|
2025
Q1 | $3.85M | Buy |
72,774
+7,624
| +12% | +$471K | 0.02% | 448 |
|
|
2024
Q4 | $4.23M | Buy |
65,150
+5,431
| +9% | +$332K | 0.02% | 430 |
|
|
2024
Q3 | $2.65M | Buy |
59,719
+1,009
| +2% | +$48.8K | 0.02% | 455 |
|
|
2024
Q2 | $2.77M | Buy |
58,710
+5,279
| +10% | +$229K | 0.02% | 375 |
|
|
2024
Q1 | $2.3M | Sell |
53,431
-2,295
| -4% | -$91.4K | 0.03% | 287 |
|
|
2023
Q4 | $2.13M | Buy |
55,726
+3,089
| +6% | +$97.7K | 0.04% | 233 |
|
|
2023
Q3 | $1.61M | Buy |
52,637
+57
| +0.1% | +$1.9K | 0.03% | 244 |
|
|
2023
Q2 | $1.78M | Sell |
52,580
-623
| -1% | -$19K | 0.03% | 248 |
|
|
2023
Q1 | $1.55M | Sell |
53,203
-1,362
| -2% | -$45.7K | 0.03% | 255 |
|
|
2022
Q4 | $1.79M | Sell |
54,565
-33
| -0.1% | -$1.13K | 0.04% | 236 |
|
|
2022
Q3 | $1.54M | Sell |
54,598
-93
| -0.2% | -$3K | 0.04% | 236 |
|
|
2022
Q2 | $1.51M | Buy |
54,691
+1,128
| +2% | +$39.2K | 0.03% | 240 |
|
|
2022
Q1 | $1.86M | Buy |
53,563
+9,486
| +22% | +$397K | 0.04% | 233 |
|
|
2021
Q4 | $1.53M | Sell |
44,077
-8,349
| -16% | -$401K | 0.04% | 230 |
|
|
2021
Q3 | $2.56M | Buy |
52,426
+92
| +0.2% | +$4.47K | 0.05% | 209 |
|
|
2021
Q2 | $2.54M | Sell |
52,334
-2,465
| -4% | -$112K | 0.05% | 219 |
|
|
2021
Q1 | $2.23M | Buy |
54,799
+10,722
| +24% | +$413K | 0.05% | 208 |
|
|
2020
Q4 | $1.53M | Sell |
44,077
-1,463
| -3% | -$44K | 0.04% | 224 |
|
|
2020
Q3 | $1.19M | Buy |
45,540
+2,019
| +5% | +$49K | 0.03% | 246 |
|
|
2020
Q2 | $965K | Sell |
43,521
-2,987
| -6% | -$58.2K | 0.03% | 251 |
|
|
2020
Q1 | $748K | Buy |
46,508
+1,226
| +3% | +$35.7K | 0.03% | 266 |
|
|
2019
Q4 | $1.63M | Sell |
45,282
-48
| -0.1% | -$1.72K | 0.05% | 215 |
|
|
2019
Q3 | $1.54M | Sell |
45,330
-136
| -0.3% | -$4.66K | 0.05% | 216 |
|
|
2019
Q2 | $1.58M | Sell |
45,466
-1,259
| -3% | -$42.7K | 0.05% | 217 |
|
|
2019
Q1 | $1.49M | Buy |
46,725
+1,808
| +4% | +$54.4K | 0.05% | 225 |
|
|
2018
Q4 | $1.05M | Buy |
+44,917
| New | +$1.22M | 0.04% | 192 |
|
Other funds holding SYF
PCM
