Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$4.87K Hold
101
﹤0.01% 1099
2025
Q4
$4.89K Buy
101
+25
+33% +$1.24K ﹤0.01% 947
2025
Q3
$3.59K Hold
76
﹤0.01% 839
2025
Q2
$3.67K Sell
76
-91
-54% -$4.65K ﹤0.01% 780
2025
Q1
$9.26K Buy
167
+91
+120% +$4.93K ﹤0.01% 662
2024
Q4
$3.67K Hold
76
﹤0.01% 799
2024
Q3
$4.38K Hold
76
﹤0.01% 762
2024
Q2
$3.69K Hold
76
﹤0.01% 779
2024
Q1
$3.69K Hold
76
﹤0.01% 755
2023
Q4
$3.78K Hold
76
﹤0.01% 712
2023
Q3
$4.08K Hold
76
﹤0.01% 686
2023
Q2
$4.1K Hold
76
﹤0.01% 648
2023
Q1
$4.14K Hold
76
﹤0.01% 641
2022
Q4
$3.68K Sell
76
-234
-75% -$10.3K ﹤0.01% 627
2022
Q3
$12K Hold
310
﹤0.01% 532
2022
Q2
$16K Buy
310
+234
+308% +$12.4K ﹤0.01% 469
2022
Q1
$4K Buy
+76
New +$3.92K ﹤0.01% 577
2021
Q4
Sell
-76
Closed -$4K 585
2021
Q3
$4K Hold
76
﹤0.01% 546
2021
Q2
$4K Hold
76
﹤0.01% 502
2021
Q1
$4K Buy
+76
New +$3.65K ﹤0.01% 471
2018
Q2
Sell
-1,196
Closed -$48K 486
2018
Q1
$48K Hold
1,196
0.01% 217
2017
Q4
$51K Hold
1,196
0.01% 222
2017
Q3
$60K Hold
1,196
0.01% 208
2017
Q2
$57K Hold
1,196
0.01% 211
2017
Q1
$54K Hold
1,196
0.01% 222
2016
Q4
$48K Hold
1,196
0.01% 211
2016
Q3
$46K Sell
1,196
-106
-8% -$4.25K 0.01% 211
2016
Q2
$54K Buy
1,302
+986
+312% +$40.4K 0.01% 215
2016
Q1
$13K Hold
316
﹤0.01% 292
2015
Q4
$13K Hold
316
﹤0.01% 301
2015
Q3
$15K Buy
316
+117
+59% +$5.96K ﹤0.01% 281
2015
Q2
$10K Hold
199
﹤0.01% 332
2015
Q1
$10K Hold
199
﹤0.01% 326
2014
Q4
$9K Hold
199
﹤0.01% 320
2014
Q3
$10K Hold
199
﹤0.01% 317
2014
Q2
$10K Hold
199
﹤0.01% 318
2014
Q1
$10K Buy
199
+120
+152% +$6.07K ﹤0.01% 317
2013
Q4
$4K Buy
+79
New +$4.08K ﹤0.01% 355

Other funds holding SNY