SWM
Sugarloaf Wealth Management’s Synovus SNV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $550K | Hold |
10,737
| – | – | 0.1% | 85 |
|
|
2024
Q3 | $477K | Hold |
10,737
| – | – | 0.09% | 97 |
|
|
2024
Q2 | $432K | Hold |
10,737
| – | – | 0.09% | 99 |
|
|
2024
Q1 | $430K | Sell |
10,737
-471
| -4% | -$18.9K | 0.09% | 99 |
|
|
2023
Q4 | $422K | Sell |
11,208
-24
| -0.2% | -$904 | 0.1% | 93 |
|
|
2023
Q3 | $312K | Hold |
11,232
| – | – | 0.08% | 98 |
|
|
2023
Q2 | $340K | Hold |
11,232
| – | – | 0.08% | 95 |
|
|
2023
Q1 | $346K | Hold |
11,232
| – | – | 0.09% | 98 |
|
|
2022
Q4 | $422K | Hold |
11,232
| – | – | 0.11% | 83 |
|
|
2022
Q3 | $422K | Hold |
11,232
| – | – | 0.11% | 84 |
|
|
2022
Q2 | $405K | Hold |
11,232
| – | – | 0.1% | 80 |
|
|
2022
Q1 | $550K | Buy |
11,232
+54
| +0.5% | +$2.64K | 0.13% | 68 |
|
|
2021
Q4 | $535K | Hold |
11,178
| – | – | 0.13% | 68 |
|
|
2021
Q3 | $491K | Hold |
11,178
| – | – | 0.13% | 67 |
|
|
2021
Q2 | $490K | Hold |
11,178
| – | – | 0.13% | 70 |
|
|
2021
Q1 | $511 | Sell |
11,178
-297
| -3% | -$14 | 0.15% | 67 |
|
|
2020
Q4 | $371K | Hold |
11,475
| – | – | 0.12% | 79 |
|
|
2020
Q3 | $243K | Hold |
11,475
| – | – | 0.09% | 94 |
|
|
2020
Q2 | $236K | Hold |
11,475
| – | – | 0.09% | 94 |
|
|
2020
Q1 | $202K | Hold |
11,475
| – | – | 0.09% | 101 |
|
|
2019
Q4 | $450K | Buy |
+11,475
| New | +$450K | 0.19% | 80 |
|