Synergy Financial Group’s CrowdStrike CRWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.1M Sell
4,118
-159
-4% -$81K 1.54% 15
2025
Q1
$1.51M Buy
4,277
+166
+4% +$58.5K 1.35% 18
2024
Q4
$1.41M Buy
4,111
+161
+4% +$55.1K 1.17% 20
2024
Q3
$1.11M Buy
3,950
+30
+0.8% +$8.41K 1.05% 21
2024
Q2
$1.5M Sell
3,920
-205
-5% -$78.6K 1.57% 14
2024
Q1
$1.32M Buy
4,125
+517
+14% +$166K 1.49% 15
2023
Q4
$921K Sell
3,608
-30
-0.8% -$7.66K 1.13% 20
2023
Q3
$609K Sell
3,638
-4
-0.1% -$670 0.85% 33
2023
Q2
$535K Sell
3,642
-37
-1% -$5.43K 0.72% 35
2023
Q1
$505K Sell
3,679
-578
-14% -$79.3K 0.82% 32
2022
Q4
$448K Sell
4,257
-1,633
-28% -$172K 0.89% 32
2022
Q3
$971K Buy
5,890
+359
+6% +$59.2K 1.46% 19
2022
Q2
$932K Buy
5,531
+280
+5% +$47.2K 1.46% 18
2022
Q1
$1.19M Buy
5,251
+896
+21% +$203K 1.25% 21
2021
Q4
$892K Buy
+4,355
New +$892K 0.8% 34