Plante Moran Financial 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 | $2.6K | Buy |
+39
| New | +$2.6K | ﹤0.01% | 662 |
|
|
2023
Q4 | – | Sell |
-965
| Closed | -$29.5K | – | 909 |
|
|
2023
Q3 | $29.5K | Buy |
965
+179
| +23% | +$5.47K | ﹤0.01% | 366 |
|
|
2023
Q2 | $26.6K | Hold |
786
| – | – | ﹤0.01% | 391 |
|
|
2023
Q1 | $22.8K | Buy |
786
+5
| +0.6% | +$145 | ﹤0.01% | 421 |
|
|
2022
Q4 | $25.6K | Buy |
781
+5
| +0.6% | +$164 | ﹤0.01% | 418 |
|
|
2022
Q3 | $22K | Buy |
776
+41
| +6% | +$1.16K | ﹤0.01% | 448 |
|
|
2022
Q2 | $20K | Buy |
735
+4
| +0.5% | +$109 | ﹤0.01% | 468 |
|
|
2022
Q1 | $25K | Buy |
731
+4
| +0.6% | +$137 | ﹤0.01% | 451 |
|
|
2021
Q4 | $34K | Sell |
727
-597
| -45% | -$27.9K | 0.01% | 440 |
|
|
2021
Q3 | $65K | Buy |
1,324
+603
| +84% | +$29.6K | 0.01% | 334 |
|
|
2021
Q2 | $35K | Buy |
721
+4
| +0.6% | +$194 | 0.01% | 444 |
|
|
2021
Q1 | $29K | Buy |
717
+4
| +0.6% | +$162 | 0.01% | 470 |
|
|
2020
Q4 | $25K | Buy |
713
+5
| +0.7% | +$175 | 0.01% | 483 |
|
|
2020
Q3 | $19K | Buy |
708
+6
| +0.9% | +$161 | 0.01% | 515 |
|
|
2020
Q2 | $16K | Buy |
702
+111
| +19% | +$2.53K | 0.01% | 468 |
|
|
2020
Q1 | $10K | Buy |
591
+4
| +0.7% | +$68 | ﹤0.01% | 500 |
|
|
2019
Q4 | $21K | Sell |
587
-82
| -12% | -$2.93K | 0.01% | 459 |
|
|
2019
Q3 | $23K | Buy |
669
+174
| +35% | +$5.98K | 0.01% | 470 |
|
|
2019
Q2 | $17K | Buy |
495
+3
| +0.6% | +$103 | 0.01% | 498 |
|
|
2019
Q1 | $16K | Buy |
+492
| New | +$16K | 0.01% | 506 |
|
|
2018
Q3 | – | Sell |
-449
| Closed | -$15K | – | 841 |
|
|
2018
Q2 | $15K | Sell |
449
-1,080
| -71% | -$36.1K | 0.01% | 504 |
|
|
2018
Q1 | $51K | Buy |
1,529
+260
| +20% | +$8.67K | 0.03% | 344 |
|
|
2017
Q4 | $49K | Buy |
1,269
+131
| +12% | +$5.06K | 0.03% | 353 |
|
|
2017
Q3 | $35K | Sell |
1,138
-3,467
| -75% | -$107K | 0.02% | 380 |
|
|
2017
Q2 | $137K | Buy |
4,605
+683
| +17% | +$20.3K | 0.09% | 162 |
|
|
2017
Q1 | $135K | Buy |
3,922
+300
| +8% | +$10.3K | 0.08% | 170 |
|
|
2016
Q4 | $131K | Sell |
3,622
-408
| -10% | -$14.8K | 0.08% | 183 |
|
|
2016
Q3 | $113K | Buy |
4,030
+2,102
| +109% | +$58.9K | 0.08% | 188 |
|
|
2016
Q2 | $49K | Buy |
1,928
+1,707
| +772% | +$43.4K | 0.04% | 282 |
|
|
2016
Q1 | $6K | Buy |
+221
| New | +$6K | ﹤0.01% | 564 |
|