Montgomery Investment Management’s Synovus SNV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.43M | Sell |
46,993
-5,000
| -10% | -$259K | 0.94% | 27 |
|
|
2025
Q1 | $2.43M | Buy |
51,993
+9,500
| +22% | +$444K | 0.97% | 29 |
|
|
2024
Q4 | $2.18M | Buy |
42,493
+235
| +0.6% | +$12K | 0.86% | 30 |
|
|
2024
Q3 | $1.88M | Hold |
42,258
| – | – | 0.68% | 31 |
|
|
2024
Q2 | $1.7M | Hold |
42,258
| – | – | 0.67% | 31 |
|
|
2024
Q1 | $1.69M | Sell |
42,258
-23,374
| -36% | -$936K | 0.65% | 33 |
|
|
2023
Q4 | $2.47M | Buy |
65,632
+1,174
| +2% | +$44.2K | 0.76% | 28 |
|
|
2023
Q3 | $1.79M | Buy |
64,458
+1,400
| +2% | +$38.9K | 0.62% | 35 |
|
|
2023
Q2 | $1.91M | Buy |
63,058
+16,300
| +35% | +$493K | 0.64% | 34 |
|
|
2023
Q1 | $1.44M | Buy |
46,758
+6,200
| +15% | +$191K | 0.51% | 39 |
|
|
2022
Q4 | $1.52M | Buy |
40,558
+1,500
| +4% | +$56.3K | 0.54% | 39 |
|
|
2022
Q3 | $1.47M | Buy |
39,058
+900
| +2% | +$33.8K | 0.6% | 36 |
|
|
2022
Q2 | $1.38M | Buy |
38,158
+1,000
| +3% | +$36K | 0.56% | 40 |
|
|
2022
Q1 | $1.82M | Buy |
37,158
+4,450
| +14% | +$218K | 0.62% | 36 |
|
|
2021
Q4 | $1.57M | Buy |
32,708
+2,000
| +7% | +$95.8K | 0.53% | 37 |
|
|
2021
Q3 | $1.35M | Hold |
30,708
| – | – | 0.5% | 37 |
|
|
2021
Q2 | $1.35M | Buy |
30,708
+3,000
| +11% | +$132K | 0.5% | 37 |
|
|
2021
Q1 | $1.27M | Buy |
27,708
+2,000
| +8% | +$91.5K | 0.49% | 37 |
|
|
2020
Q4 | $832K | Hold |
25,708
| – | – | 0.38% | 44 |
|
|
2020
Q3 | $544K | Sell |
25,708
-10,200
| -28% | -$216K | 0.29% | 49 |
|
|
2020
Q2 | $737K | Buy |
35,908
+1,100
| +3% | +$22.6K | 0.4% | 43 |
|
|
2020
Q1 | $612K | Buy |
34,808
+2,000
| +6% | +$35.2K | 0.4% | 45 |
|
|
2019
Q4 | $1.29M | Buy |
32,808
+4,350
| +15% | +$171K | 0.53% | 43 |
|
|
2019
Q3 | $1.02M | Buy |
+28,458
| New | +$1.02M | 0.44% | 46 |
|