Mount Yale 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
$85.4K Buy
+1,280
New +$85.4K 0.01% 691
2018
Q4
Sell
-17,728
Closed -$485K 717
2018
Q3
$485K Buy
17,728
+4,084
+30% +$112K 0.08% 179
2018
Q2
$455K Sell
13,644
-322
-2% -$10.7K 0.09% 187
2018
Q1
$468K Buy
+13,966
New +$468K 0.1% 182