Moneta Group Investment Advisors’s Synchrony SYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $330K | Buy |
4,946
+513
| +12% | +$34.2K | ﹤0.01% | 536 |
|
|
2025
Q1 | $235K | Buy |
4,433
+171
| +4% | +$9.05K | ﹤0.01% | 584 |
|
|
2024
Q4 | $277K | Sell |
4,262
-79
| -2% | -$5.14K | ﹤0.01% | 548 |
|
|
2024
Q3 | $217K | Buy |
+4,341
| New | +$217K | ﹤0.01% | 602 |
|
|
2018
Q2 | – | Sell |
-129
| Closed | -$4K | – | 614 |
|
|
2018
Q1 | $4K | Buy |
129
+121
| +1,513% | +$3.75K | ﹤0.01% | 532 |
|
|
2017
Q4 | $0 | Buy |
+8
| New | – | ﹤0.01% | 537 |
|
|
2015
Q4 | – | Sell |
-328
| Closed | -$10K | – | 381 |
|
|
2015
Q3 | $10K | Buy |
+328
| New | +$10K | ﹤0.01% | 421 |
|