Sage Mountain Advisors’s Synovus SNV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$300K Sell
5,790
-331
-5% -$17.1K 0.02% 323
2025
Q1
$286K Sell
6,121
-95
-2% -$4.44K 0.02% 313
2024
Q4
$318K Sell
6,216
-1,923
-24% -$98.5K 0.02% 281
2024
Q3
$362K Buy
+8,139
New +$362K 0.03% 250