Valeo 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 | $232K | Buy |
+3,471
| New | +$232K | 0.01% | 658 |
|
|
2025
Q1 | – | Sell |
-3,177
| Closed | -$207K | – | 719 |
|
|
2024
Q4 | $207K | Buy |
+3,177
| New | +$207K | 0.01% | 641 |
|
|
2021
Q2 | – | Sell |
-675
| Closed | -$27K | – | 1578 |
|
|
2021
Q1 | $27K | Buy |
675
+11
| +2% | +$440 | ﹤0.01% | 1014 |
|
|
2020
Q4 | $23K | Buy |
+664
| New | +$23K | ﹤0.01% | 976 |
|
|
2020
Q3 | – | Sell |
-1,177
| Closed | -$26K | – | 2026 |
|
|
2020
Q2 | $26K | Buy |
1,177
+903
| +330% | +$19.9K | ﹤0.01% | 919 |
|
|
2020
Q1 | $5K | Hold |
274
| – | – | ﹤0.01% | 1267 |
|
|
2019
Q4 | $10K | Hold |
274
| – | – | ﹤0.01% | 1103 |
|
|
2019
Q3 | $9K | Sell |
274
-4
| -1% | -$131 | ﹤0.01% | 1051 |
|
|
2019
Q2 | $10K | Sell |
278
-83
| -23% | -$2.99K | ﹤0.01% | 1027 |
|
|
2019
Q1 | $12K | Buy |
361
+8
| +2% | +$266 | ﹤0.01% | 922 |
|
|
2018
Q4 | $8K | Sell |
353
-131
| -27% | -$2.97K | ﹤0.01% | 949 |
|
|
2018
Q3 | $14K | Buy |
484
+72
| +17% | +$2.08K | ﹤0.01% | 872 |
|
|
2018
Q2 | $12K | Sell |
412
-85
| -17% | -$2.48K | ﹤0.01% | 902 |
|
|
2018
Q1 | $17K | Buy |
497
+2
| +0.4% | +$68 | ﹤0.01% | 765 |
|
|
2017
Q4 | $19K | Buy |
495
+121
| +32% | +$4.64K | ﹤0.01% | 687 |
|
|
2017
Q3 | $12K | Buy |
+374
| New | +$12K | ﹤0.01% | 660 |
|