Synergy Financial Group’s Snowflake SNOW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$980K Sell
4,379
-316
-7% -$70.7K 0.72% 31
2025
Q1
$686K Buy
4,695
+1,167
+33% +$171K 0.62% 41
2024
Q4
$545K Buy
3,528
+703
+25% +$109K 0.45% 45
2024
Q3
$324K Buy
2,825
+17
+0.6% +$1.95K 0.31% 58
2024
Q2
$379K Buy
2,808
+506
+22% +$68.4K 0.4% 49
2024
Q1
$372K Buy
2,302
+149
+7% +$24.1K 0.42% 51
2023
Q4
$428K Sell
2,153
-382
-15% -$76K 0.53% 46
2023
Q3
$387K Buy
2,535
+25
+1% +$3.82K 0.54% 43
2023
Q2
$442K Buy
2,510
+437
+21% +$76.9K 0.6% 39
2023
Q1
$320K Sell
2,073
-328
-14% -$50.6K 0.52% 47
2022
Q4
$345K Sell
2,401
-951
-28% -$137K 0.68% 41
2022
Q3
$570K Buy
3,352
+433
+15% +$73.6K 0.85% 33
2022
Q2
$406K Buy
2,919
+252
+9% +$35.1K 0.64% 48
2022
Q1
$611K Buy
2,667
+284
+12% +$65.1K 0.64% 44
2021
Q4
$807K Buy
+2,383
New +$807K 0.72% 39