One Wealth 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 | $548K | Sell |
8,217
-324
| -4% | -$21.6K | 0.08% | 148 |
|
|
2025
Q1 | $452K | Buy |
8,541
+2,994
| +54% | +$159K | 0.07% | 161 |
|
|
2024
Q4 | $361K | Buy |
+5,547
| New | +$361K | 0.05% | 164 |
|
|
2023
Q4 | – | Sell |
-10,899
| Closed | -$333K | – | 237 |
|
|
2023
Q3 | $333K | Sell |
10,899
-553
| -5% | -$16.9K | 0.07% | 129 |
|
|
2023
Q2 | $388K | Sell |
11,452
-621
| -5% | -$21.1K | 0.08% | 127 |
|
|
2023
Q1 | $351K | Buy |
12,073
+1,121
| +10% | +$32.6K | 0.08% | 132 |
|
|
2022
Q4 | $360K | Sell |
10,952
-1,245
| -10% | -$40.9K | 0.08% | 122 |
|
|
2022
Q3 | $344K | Buy |
12,197
+746
| +7% | +$21K | 0.11% | 104 |
|
|
2022
Q2 | $316K | Sell |
11,451
-253
| -2% | -$6.98K | 0.08% | 126 |
|
|
2022
Q1 | $407K | Sell |
11,704
-297
| -2% | -$10.3K | 0.1% | 109 |
|
|
2021
Q4 | $557K | Buy |
12,001
+598
| +5% | +$27.8K | 0.14% | 79 |
|
|
2021
Q3 | $557K | Sell |
11,403
-4,090
| -26% | -$200K | 0.16% | 80 |
|
|
2021
Q2 | $752K | Buy |
15,493
+577
| +4% | +$28K | 0.24% | 59 |
|
|
2021
Q1 | $606K | Buy |
14,916
+3,305
| +28% | +$134K | 0.23% | 52 |
|
|
2020
Q4 | $403K | Buy |
11,611
+1,259
| +12% | +$43.7K | 0.22% | 56 |
|
|
2020
Q3 | $271K | Sell |
10,352
-573
| -5% | -$15K | 0.19% | 59 |
|
|
2020
Q2 | $242K | Sell |
10,925
-491
| -4% | -$10.9K | 0.19% | 64 |
|
|
2020
Q1 | $184K | Sell |
11,416
-1,399
| -11% | -$22.5K | 0.18% | 79 |
|
|
2019
Q4 | $461K | Buy |
+12,815
| New | +$461K | 0.34% | 42 |
|
|
2019
Q2 | – | Sell |
-1,053
| Closed | -$34K | – | 445 |
|
|
2019
Q1 | $34K | Buy |
+1,053
| New | +$34K | 0.03% | 243 |
|
|
2018
Q2 | – | Sell |
-85
| Closed | -$3K | – | 598 |
|
|
2018
Q1 | $3K | Hold |
85
| – | – | ﹤0.01% | 449 |
|
|
2017
Q4 | $3K | Buy |
+85
| New | +$3K | ﹤0.01% | 493 |
|