Potentia Wealth’s Synchrony SYF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$586K Sell
8,784
-2,888
-25% -$193K 0.33% 35
2025
Q1
$618K Sell
11,672
-1,229
-10% -$65.1K 0.29% 45
2024
Q4
$839K Buy
+12,901
New +$839K 0.37% 39