Laird Norton Wetherby 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 | $428K | Buy |
+6,414
| New | +$428K | 0.02% | 620 |
|
|
2024
Q4 | $419K | Sell |
6,441
-385
| -6% | -$25K | 0.02% | 595 |
|
|
2024
Q3 | $340K | Hold |
6,826
| – | – | 0.02% | 686 |
|
|
2024
Q2 | $322K | Sell |
6,826
-233
| -3% | -$11K | 0.02% | 683 |
|
|
2024
Q1 | $304K | Sell |
7,059
-119
| -2% | -$5.13K | 0.01% | 736 |
|
|
2023
Q4 | $274K | Sell |
7,178
-394
| -5% | -$15K | 0.01% | 751 |
|
|
2023
Q3 | $231K | Sell |
7,572
-180
| -2% | -$5.5K | 0.01% | 769 |
|
|
2023
Q2 | $263K | Buy |
7,752
+599
| +8% | +$20.3K | 0.01% | 763 |
|
|
2023
Q1 | $208K | Sell |
7,153
-1,046
| -13% | -$30.4K | 0.01% | 809 |
|
|
2022
Q4 | $269K | Buy |
8,199
+720
| +10% | +$23.7K | 0.02% | 722 |
|
|
2022
Q3 | $211K | Buy |
+7,479
| New | +$211K | 0.01% | 786 |
|
|
2022
Q2 | – | Sell |
-5,888
| Closed | -$205K | – | 960 |
|
|
2022
Q1 | $205K | Buy |
5,888
+71
| +1% | +$2.47K | 0.01% | 847 |
|
|
2021
Q4 | $270K | Sell |
5,817
-240
| -4% | -$11.1K | 0.02% | 746 |
|
|
2021
Q3 | $296K | Buy |
6,057
+362
| +6% | +$17.7K | 0.02% | 701 |
|
|
2021
Q2 | $276K | Buy |
5,695
+361
| +7% | +$17.5K | 0.02% | 734 |
|
|
2021
Q1 | $217K | Buy |
+5,334
| New | +$217K | 0.02% | 718 |
|
|
2020
Q1 | – | Sell |
-6,890
| Closed | -$248K | – | 739 |
|
|
2019
Q4 | $248K | Buy |
6,890
+658
| +11% | +$23.7K | 0.02% | 593 |
|
|
2019
Q3 | $212K | Sell |
6,232
-105
| -2% | -$3.57K | 0.02% | 642 |
|
|
2019
Q2 | $220K | Buy |
+6,337
| New | +$220K | 0.02% | 624 |
|
|
2018
Q4 | – | Sell |
-7,260
| Closed | -$226K | – | 675 |
|
|
2018
Q3 | $226K | Buy |
7,260
+827
| +13% | +$25.7K | 0.03% | 585 |
|
|
2018
Q2 | $215K | Buy |
6,433
+227
| +4% | +$7.59K | 0.03% | 583 |
|
|
2018
Q1 | $208K | Buy |
6,206
+329
| +6% | +$11K | 0.03% | 598 |
|
|
2017
Q4 | $227K | Buy |
+5,877
| New | +$227K | 0.03% | 556 |
|