Synergy Asset Management’s Peapack-Gladstone Financial PGC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-349,414	Closed	-$9.67M	–	630
2024 Q4	$9.67M	Buy	349,414 +25,687	+8%	+$711K	0.75%	30
2024 Q3	$8.87M	Buy	+323,727	New	+$8.87M	1.35%	17