VFA
Values First Advisors’s Synovus SNV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-48,846
| Closed | -$2.5M | – | 223 |
|
|
2024
Q4 | $2.5M | Sell |
48,846
-3,344
| -6% | -$171K | 1.38% | 11 |
|
|
2024
Q3 | $2.32M | Buy |
52,190
+555
| +1% | +$24.7K | 1.26% | 17 |
|
|
2024
Q2 | $2.08M | Sell |
51,635
-10,750
| -17% | -$432K | 1.24% | 18 |
|
|
2024
Q1 | $2.5M | Buy |
62,385
+240
| +0.4% | +$9.61K | 1.46% | 14 |
|
|
2023
Q4 | $2.34M | Buy |
62,145
+1,735
| +3% | +$65.3K | 1.41% | 15 |
|
|
2023
Q3 | $1.68M | Buy |
60,410
+28
| +0% | +$778 | 1.09% | 26 |
|
|
2023
Q2 | $1.83M | Buy |
60,382
+19,895
| +49% | +$602K | 1.1% | 26 |
|
|
2023
Q1 | $1.25M | Sell |
40,487
-1,468
| -3% | -$45.3K | 0.79% | 37 |
|
|
2022
Q4 | $1.58M | Sell |
41,955
-1,273
| -3% | -$47.8K | 1.1% | 26 |
|
|
2022
Q3 | $1.62M | Sell |
43,228
-785
| -2% | -$29.5K | 1.17% | 24 |
|
|
2022
Q2 | $1.59M | Sell |
44,013
-9,252
| -17% | -$333K | 1.13% | 27 |
|
|
2022
Q1 | $2.61M | Buy |
53,265
+1,239
| +2% | +$60.7K | 1.65% | 9 |
|
|
2021
Q4 | $2.49M | Sell |
52,026
-5,602
| -10% | -$268K | 1.48% | 14 |
|
|
2021
Q3 | $2.53M | Buy |
57,628
+1,282
| +2% | +$56.3K | 1.64% | 10 |
|
|
2021
Q2 | $2.47M | Sell |
56,346
-14,284
| -20% | -$627K | 1.68% | 5 |
|
|
2021
Q1 | $3.23M | Buy |
70,630
+1,910
| +3% | +$87.4K | 2.39% | 3 |
|
|
2020
Q4 | $2.22M | Buy |
68,720
+220
| +0.3% | +$7.12K | 1.77% | 6 |
|
|
2020
Q3 | $1.45M | Buy |
68,500
+2,070
| +3% | +$43.8K | 1.33% | 18 |
|
|
2020
Q2 | $1.36M | Buy |
66,430
+27,723
| +72% | +$569K | 1.35% | 18 |
|
|
2020
Q1 | $680K | Buy |
38,707
+2,102
| +6% | +$36.9K | 0.82% | 46 |
|
|
2019
Q4 | $1.44M | Buy |
+36,605
| New | +$1.44M | 1.39% | 26 |
|