Synergy Financial Group’s Zillow Z Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,703
| Closed | -$200K | – | 113 |
|
|
2024
Q4 | $200K | Sell |
2,703
-782
| -22% | -$57.9K | 0.17% | 100 |
|
|
2024
Q3 | $223K | Buy |
+3,485
| New | +$223K | 0.21% | 88 |
|
|
2024
Q1 | – | Sell |
-3,744
| Closed | -$217K | – | 92 |
|
|
2023
Q4 | $217K | Buy |
+3,744
| New | +$217K | 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 | +$297K | 0.27% | 85 |
|