SVWAG
Sound View Wealth Advisors Group’s Synovus SNV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $265K | Sell |
5,118
-2,823
| -36% | -$146K | 0.02% | 365 |
|
|
2025
Q1 | $371K | Hold |
7,941
| – | – | 0.03% | 303 |
|
|
2024
Q4 | $407K | Buy |
7,941
+241
| +3% | +$12.3K | 0.03% | 285 |
|
|
2024
Q3 | $342K | Hold |
7,700
| – | – | 0.03% | 313 |
|
|
2024
Q2 | $309K | Hold |
7,700
| – | – | 0.03% | 294 |
|
|
2024
Q1 | $308K | Sell |
7,700
-166
| -2% | -$6.65K | 0.03% | 303 |
|
|
2023
Q4 | $296K | Sell |
7,866
-1,046
| -12% | -$39.4K | 0.03% | 306 |
|
|
2023
Q3 | $248K | Buy |
8,912
+99
| +1% | +$2.75K | 0.03% | 316 |
|
|
2023
Q2 | $267K | Buy |
8,813
+145
| +2% | +$4.39K | 0.04% | 303 |
|
|
2023
Q1 | $267K | Buy |
8,668
+802
| +10% | +$24.7K | 0.04% | 298 |
|
|
2022
Q4 | $296K | Buy |
+7,866
| New | +$296K | 0.03% | 306 |
|
|
2022
Q2 | – | Sell |
-5,046
| Closed | -$247K | – | 290 |
|
|
2022
Q1 | $247K | Hold |
5,046
| – | – | 0.05% | 264 |
|
|
2021
Q4 | $242K | Sell |
5,046
-1,045
| -17% | -$50.1K | 0.05% | 265 |
|
|
2021
Q3 | $267K | Sell |
6,091
-124
| -2% | -$5.44K | 0.06% | 247 |
|
|
2021
Q2 | $273K | Hold |
6,215
| – | – | 0.06% | 243 |
|
|
2021
Q1 | $284K | Hold |
6,215
| – | – | 0.07% | 228 |
|
|
2020
Q4 | $201K | Buy |
+6,215
| New | +$201K | 0.05% | 247 |
|
|
2020
Q1 | – | Sell |
-6,215
| Closed | -$244K | – | 231 |
|
|
2019
Q4 | $244K | Hold |
6,215
| – | – | 0.07% | 213 |
|
|
2019
Q3 | $222K | Sell |
6,215
-57
| -0.9% | -$2.04K | 0.07% | 228 |
|
|
2019
Q2 | $220K | Buy |
+6,272
| New | +$220K | 0.07% | 231 |
|