Synergy Financial Group’s Alphabet (Google) Class A GOOGL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$887K Sell
5,032
-285
-5% -$50.2K 0.65% 35
2025
Q1
$822K Buy
5,317
+102
+2% +$15.8K 0.74% 32
2024
Q4
$987K Buy
5,215
+359
+7% +$68K 0.82% 30
2024
Q3
$805K Buy
4,856
+465
+11% +$77.1K 0.76% 31
2024
Q2
$800K Sell
4,391
-620
-12% -$113K 0.84% 28
2024
Q1
$756K Buy
5,011
+145
+3% +$21.9K 0.85% 28
2023
Q4
$680K Sell
4,866
-311
-6% -$43.4K 0.83% 27
2023
Q3
$677K Hold
5,177
0.95% 28
2023
Q2
$620K Buy
5,177
+1,499
+41% +$179K 0.84% 32
2023
Q1
$382K Buy
3,678
+298
+9% +$30.9K 0.62% 42
2022
Q4
$298K Sell
3,380
-540
-14% -$47.6K 0.59% 49
2022
Q3
$375K Buy
3,920
+1,820
+87% +$174K 0.56% 49
2022
Q2
$229K Hold
2,100
0.36% 74
2022
Q1
$292K Hold
2,100
0.31% 74
2021
Q4
$304K Buy
+2,100
New +$304K 0.27% 81