ProVise Management Group’s Synovus SNV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-6,284
| Closed | -$246K | – | 303 |
|
|
2019
Q4 | $246K | Hold |
6,284
| – | – | 0.03% | 265 |
|
|
2019
Q3 | $225K | Hold |
6,284
| – | – | 0.03% | 279 |
|
|
2019
Q2 | $220K | Hold |
6,284
| – | – | 0.03% | 281 |
|
|
2019
Q1 | $216K | Hold |
6,284
| – | – | 0.03% | 274 |
|
|
2018
Q4 | $201K | Hold |
6,284
| – | – | 0.03% | 276 |
|
|
2018
Q3 | $288K | Sell |
6,284
-400
| -6% | -$18.3K | 0.04% | 270 |
|
|
2018
Q2 | $353 | Hold |
6,684
| – | – | 0.03% | 250 |
|
|
2018
Q1 | $334K | Sell |
6,684
-714
| -10% | -$35.7K | 0.05% | 235 |
|
|
2017
Q4 | $355K | Sell |
7,398
-6,142
| -45% | -$295K | 0.05% | 242 |
|
|
2017
Q3 | $624K | Sell |
13,540
-1,000
| -7% | -$46.1K | 0.09% | 181 |
|
|
2017
Q2 | $643K | Buy |
14,540
+400
| +3% | +$17.7K | 0.1% | 183 |
|
|
2017
Q1 | $580K | Hold |
14,140
| – | – | 0.09% | 195 |
|
|
2016
Q4 | $581K | Hold |
14,140
| – | – | 0.1% | 197 |
|
|
2016
Q3 | $460K | Hold |
14,140
| – | – | 0.08% | 212 |
|
|
2016
Q2 | $410K | Buy |
+14,140
| New | +$410K | 0.08% | 222 |
|
|
2014
Q2 | – | Sell |
-14,666
| Closed | -$348K | – | 320 |
|
|
2014
Q1 | $348K | Hold |
14,666
| – | – | 0.08% | 221 |
|
|
2013
Q4 | $369K | Sell |
14,666
-285
| -2% | -$7.17K | 0.1% | 212 |
|
|
2013
Q3 | $345K | Sell |
14,951
-5,714
| -28% | -$132K | 0.1% | 220 |
|
|
2013
Q2 | $422K | Buy |
+20,665
| New | +$422K | 0.12% | 188 |
|