United Capital Financial Advisors’s Synchrony SYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Sell |
16,200
-437
| -3% | -$29.2K | 0.01% | 564 |
|
|
2025
Q1 | $881K | Buy |
16,637
+2,543
| +18% | +$135K | 0.01% | 589 |
|
|
2024
Q4 | $916K | Sell |
14,094
-381
| -3% | -$24.8K | 0.01% | 566 |
|
|
2024
Q3 | $722K | Buy |
14,475
+106
| +0.7% | +$5.29K | 0.01% | 622 |
|
|
2024
Q2 | $678K | Buy |
14,369
+851
| +6% | +$40.2K | 0.01% | 626 |
|
|
2024
Q1 | $583K | Buy |
13,518
+1,016
| +8% | +$43.8K | ﹤0.01% | 690 |
|
|
2023
Q4 | $477K | Buy |
+12,502
| New | +$477K | ﹤0.01% | 735 |
|
|
2020
Q2 | – | Sell |
-446,722
| Closed | -$7.19M | – | 1248 |
|
|
2020
Q1 | $7.19M | Sell |
446,722
-300,358
| -40% | -$4.83M | 0.06% | 279 |
|
|
2019
Q4 | $26.9M | Buy |
747,080
+255,179
| +52% | +$9.19M | 0.17% | 130 |
|
|
2019
Q3 | $16.8M | Buy |
491,901
+332,370
| +208% | +$11.3M | 0.12% | 215 |
|
|
2019
Q2 | $5.53M | Sell |
159,531
-338,899
| -68% | -$11.7M | 0.04% | 404 |
|
|
2019
Q1 | $15.9M | Buy |
+498,430
| New | +$15.9M | 0.11% | 199 |
|
|
2018
Q3 | – | Sell |
-162,839
| Closed | -$5.44M | – | 1373 |
|
|
2018
Q2 | $5.44M | Buy |
+162,839
| New | +$5.44M | 0.04% | 404 |
|
|
2018
Q1 | – | Sell |
-92,251
| Closed | -$3.6M | – | 1363 |
|
|
2017
Q4 | $3.6M | Buy |
92,251
+83,917
| +1,007% | +$3.27M | 0.03% | 468 |
|
|
2017
Q3 | $259K | Sell |
8,334
-58,829
| -88% | -$1.83M | ﹤0.01% | 1161 |
|
|
2017
Q2 | $2M | Buy |
67,163
+60,342
| +885% | +$1.8M | 0.02% | 576 |
|
|
2017
Q1 | $234K | Buy |
6,821
+538
| +9% | +$18.5K | ﹤0.01% | 1139 |
|
|
2016
Q4 | $228K | Buy |
+6,283
| New | +$228K | ﹤0.01% | 1130 |
|
|
2016
Q2 | – | Sell |
-11,987
| Closed | -$344K | – | 1288 |
|
|
2016
Q1 | $344K | Buy |
+11,987
| New | +$344K | ﹤0.01% | 974 |
|