SFG
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Synergy Financial Group’s Zillow Z Stock Holding History

Synergy Financial Group’s Portfolio Z Stock Details Z Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,703
Closed -$200K – 113
2024
Q4 		$200K Sell
2,703
-782
-22% -$55.9K 0.17% 100
2024
Q3 		$223K Buy
+3,485
New +$187K 0.21% 88
2024
Q1 		– Sell
-3,744
Closed -$217K – 92
2023
Q4 		$217K Buy
+3,744
New +$165K 0.27% 83
2022
Q2 		– Sell
-4,651
Closed -$229K – 96
2022
Q1 		$229K Hold
4,651
– – 0.24% 90
2021
Q4 		$297K Buy
+4,651
New +$335K 0.27% 85

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