Lake Street Private Wealth’s Synchrony SYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $337K | Sell |
5,056
-271
| -5% | -$18.1K | 0.05% | 200 |
|
|
2025
Q1 | $282K | Sell |
5,327
-77
| -1% | -$4.08K | 0.05% | 204 |
|
|
2024
Q4 | $351K | Buy |
5,404
+461
| +9% | +$30K | 0.06% | 178 |
|
|
2024
Q3 | $247K | Sell |
4,943
-245
| -5% | -$12.2K | 0.04% | 225 |
|
|
2024
Q2 | $245K | Sell |
5,188
-379
| -7% | -$17.9K | 0.03% | 286 |
|
|
2024
Q1 | $240K | Sell |
5,567
-272
| -5% | -$11.7K | 0.03% | 285 |
|
|
2023
Q4 | $223K | Buy |
+5,839
| New | +$223K | 0.04% | 284 |
|
|
2023
Q3 | – | Sell |
-7,409
| Closed | -$251K | – | 300 |
|
|
2023
Q2 | $251K | Buy |
+7,409
| New | +$251K | 0.04% | 246 |
|
|
2022
Q1 | – | Sell |
-4,409
| Closed | -$205K | – | 351 |
|
|
2021
Q4 | $205K | Sell |
4,409
-30
| -0.7% | -$1.4K | 0.04% | 311 |
|
|
2021
Q3 | $217K | Buy |
+4,439
| New | +$217K | 0.05% | 209 |
|