SWM
SeaCrest Wealth Management’s Synovus SNV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-7,600
| Closed | -$274K | – | 1379 |
|
|
2022
Q2 | $274K | Hold |
7,600
| – | – | 0.03% | 495 |
|
|
2022
Q1 | $372K | Hold |
7,600
| – | – | 0.04% | 445 |
|
|
2021
Q4 | $364K | Hold |
7,600
| – | – | 0.04% | 452 |
|
|
2021
Q3 | $334K | Sell |
7,600
-2,700
| -26% | -$119K | 0.04% | 470 |
|
|
2021
Q2 | $452K | Sell |
10,300
-5,400
| -34% | -$237K | 0.05% | 369 |
|
|
2021
Q1 | $718K | Sell |
15,700
-9,450
| -38% | -$432K | 0.1% | 228 |
|
|
2020
Q4 | $814K | Hold |
25,150
| – | – | 0.11% | 192 |
|
|
2020
Q3 | $532K | Buy |
25,150
+1,800
| +8% | +$38.1K | 0.09% | 236 |
|
|
2020
Q2 | $479K | Buy |
23,350
+292
| +1% | +$5.99K | 0.08% | 252 |
|
|
2020
Q1 | $405K | Sell |
23,058
-121
| -0.5% | -$2.13K | 0.09% | 249 |
|
|
2019
Q4 | $909K | Sell |
23,179
-5,714
| -20% | -$224K | 0.15% | 158 |
|
|
2019
Q3 | $1.03M | Buy |
28,893
+521
| +2% | +$18.6K | 0.19% | 132 |
|
|
2019
Q2 | $993K | Sell |
28,372
-14,000
| -33% | -$490K | 0.2% | 119 |
|
|
2019
Q1 | $1.46M | Buy |
42,372
+16,322
| +63% | +$561K | 0.25% | 84 |
|
|
2018
Q4 | $833K | Hold |
26,050
| – | – | 0.17% | 126 |
|
|
2018
Q3 | $1.19M | Hold |
26,050
| – | – | 0.2% | 95 |
|
|
2018
Q2 | $1.38M | Hold |
26,050
| – | – | 0.25% | 81 |
|
|
2018
Q1 | $1.3M | Sell |
26,050
-900
| -3% | -$44.9K | 0.24% | 90 |
|
|
2017
Q4 | $1.29M | Buy |
+26,950
| New | +$1.29M | 0.24% | 84 |
|