Summit Trail Advisors’s Synchrony SYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.91M | Buy |
28,651
+17,619
| +160% | +$1.18M | 0.03% | 277 |
|
|
2025
Q1 | $584K | Buy |
11,032
+4,524
| +70% | +$239K | 0.02% | 231 |
|
|
2024
Q4 | $423K | Buy |
+6,508
| New | +$423K | 0.02% | 244 |
|
|
2018
Q1 | – | Sell |
-3,610
| Closed | -$143K | – | 1511 |
|
|
2017
Q4 | $143K | Buy |
+3,610
| New | +$143K | 0.02% | 527 |
|