SFG
Synergy Financial Group’s DigitalOcean DOCN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,532
| Closed | -$264K | – | 102 |
|
|
2024
Q3 | $264K | Sell |
6,532
-599
| -8% | -$24.2K | 0.25% | 78 |
|
|
2024
Q2 | $248K | Hold |
7,131
| – | – | 0.26% | 72 |
|
|
2024
Q1 | $272K | Sell |
7,131
-548
| -7% | -$20.9K | 0.31% | 67 |
|
|
2023
Q4 | $282K | Buy |
+7,679
| New | +$282K | 0.35% | 63 |
|
|
2023
Q3 | – | Sell |
-8,280
| Closed | -$332K | – | 78 |
|
|
2023
Q2 | $332K | Hold |
8,280
| – | – | 0.45% | 49 |
|
|
2023
Q1 | $324K | Sell |
8,280
-122
| -1% | -$4.78K | 0.53% | 46 |
|
|
2022
Q4 | $214K | Sell |
8,402
-5,904
| -41% | -$150K | 0.42% | 67 |
|
|
2022
Q3 | $517K | Buy |
14,306
+1,544
| +12% | +$55.8K | 0.77% | 39 |
|
|
2022
Q2 | $528K | Buy |
12,762
+1,276
| +11% | +$52.8K | 0.83% | 39 |
|
|
2022
Q1 | $664K | Buy |
11,486
+1,861
| +19% | +$108K | 0.7% | 39 |
|
|
2021
Q4 | $773K | Buy |
+9,625
| New | +$773K | 0.69% | 42 |
|