Moody Aldrich Partners’s Synchrony SYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-42,470
| Closed | -$1.83M | – | 239 |
|
|
2024
Q1 | $1.83M | Sell |
42,470
-13,244
| -24% | -$571K | 0.31% | 103 |
|
|
2023
Q4 | $2.13M | Sell |
55,714
-18,461
| -25% | -$705K | 0.38% | 95 |
|
|
2023
Q3 | $2.27M | Hold |
74,175
| – | – | 0.43% | 81 |
|
|
2023
Q2 | $2.52M | Buy |
74,175
+21,142
| +40% | +$717K | 0.49% | 83 |
|
|
2023
Q1 | $1.54M | Hold |
53,033
| – | – | 0.31% | 103 |
|
|
2022
Q4 | $1.74M | Buy |
+53,033
| New | +$1.74M | 0.35% | 95 |
|
|
2021
Q3 | – | Sell |
-50,551
| Closed | -$2.45M | – | 182 |
|
|
2021
Q2 | $2.45M | Hold |
50,551
| – | – | 0.34% | 92 |
|
|
2021
Q1 | $2.06M | Hold |
50,551
| – | – | 0.3% | 93 |
|
|
2020
Q4 | $1.76M | Hold |
50,551
| – | – | 0.28% | 96 |
|
|
2020
Q3 | $1.32M | Buy |
50,551
+12,558
| +33% | +$329K | 0.28% | 94 |
|
|
2020
Q2 | $842K | Buy |
+37,993
| New | +$842K | 0.18% | 111 |
|