Synergy Financial Group’s ServiceNow NOW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.36M Sell
1,327
-93
-7% -$95.6K 1% 23
2025
Q1
$1.13M Sell
1,420
-70
-5% -$55.7K 1.01% 24
2024
Q4
$1.58M Sell
1,490
-199
-12% -$211K 1.32% 19
2024
Q3
$1.51M Sell
1,689
-112
-6% -$100K 1.43% 15
2024
Q2
$1.42M Buy
1,801
+88
+5% +$69.2K 1.48% 15
2024
Q1
$1.31M Sell
1,713
-132
-7% -$101K 1.47% 16
2023
Q4
$1.3M Sell
1,845
-78
-4% -$55.1K 1.6% 16
2023
Q3
$1.07M Hold
1,923
1.5% 16
2023
Q2
$1.08M Buy
1,923
+1,092
+131% +$614K 1.46% 18
2023
Q1
$386K Hold
831
0.63% 40
2022
Q4
$323K Sell
831
-52
-6% -$20.2K 0.64% 44
2022
Q3
$333K Buy
883
+85
+11% +$32.1K 0.5% 54
2022
Q2
$379K Hold
798
0.59% 51
2022
Q1
$444K Hold
798
0.47% 56
2021
Q4
$518K Buy
+798
New +$518K 0.46% 55