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TruWealth Advisors’s Synovus SNV Stock Holding History

TruWealth Advisors’s Portfolio SNV Stock Details SNV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$23.3M Buy
450,162
+186,281
+71% +$9.64M 1.28% 28
2025
Q1 		$12.3M Buy
263,881
+22,821
+9% +$1.07M 0.74% 42
2024
Q4 		$12.3M Buy
+241,060
New +$12.3M 0.74% 40