Montag & Associates’s Synovus SNV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $403K | Buy |
7,727
+2,327
| +43% | +$121K | 0.02% | 326 |
|
|
2025
Q1 | $255K | Hold |
5,400
| – | – | 0.01% | 388 |
|
|
2024
Q4 | $279K | Hold |
5,400
| – | – | 0.01% | 382 |
|
|
2024
Q3 | $242K | Hold |
5,400
| – | – | 0.01% | 399 |
|
|
2024
Q2 | $219K | Hold |
5,400
| – | – | 0.01% | 395 |
|
|
2024
Q1 | $218K | Sell |
5,400
-828
| -13% | -$33.5K | 0.01% | 403 |
|
|
2023
Q4 | $237K | Hold |
6,228
| – | – | 0.01% | 379 |
|
|
2023
Q3 | $176K | Sell |
6,228
-750
| -11% | -$21.1K | 0.01% | 401 |
|
|
2023
Q2 | $214K | Hold |
6,978
| – | – | 0.01% | 384 |
|
|
2023
Q1 | $218K | Buy |
6,978
+1,300
| +23% | +$40.6K | 0.01% | 373 |
|
|
2022
Q4 | $215K | Hold |
5,678
| – | – | 0.01% | 355 |
|
|
2022
Q3 | $215K | Hold |
5,678
| – | – | 0.01% | 344 |
|
|
2022
Q2 | $207K | Sell |
5,678
-1,242
| -18% | -$45.3K | 0.01% | 359 |
|
|
2022
Q1 | $339K | Hold |
6,920
| – | – | 0.02% | 332 |
|
|
2021
Q4 | $331K | Hold |
6,920
| – | – | 0.02% | 336 |
|
|
2021
Q3 | $304K | Hold |
6,920
| – | – | 0.02% | 341 |
|
|
2021
Q2 | $304K | Sell |
6,920
-1,300
| -16% | -$57.1K | 0.02% | 342 |
|
|
2021
Q1 | $376K | Sell |
8,220
-1,000
| -11% | -$45.7K | 0.02% | 314 |
|
|
2020
Q4 | $298K | Buy |
+9,220
| New | +$298K | 0.02% | 319 |
|
|
2020
Q3 | – | Sell |
-14,945
| Closed | -$307K | – | 318 |
|
|
2020
Q2 | $307K | Hold |
14,945
| – | – | 0.03% | 258 |
|
|
2020
Q1 | $262K | Hold |
14,945
| – | – | 0.03% | 254 |
|
|
2019
Q4 | $586K | Sell |
14,945
-2,428
| -14% | -$95.2K | 0.05% | 219 |
|
|
2019
Q3 | $621K | Buy |
17,373
+7,750
| +81% | +$277K | 0.05% | 213 |
|
|
2019
Q2 | $337K | Buy |
+9,623
| New | +$337K | 0.03% | 252 |
|