Venturi Wealth Management’s Synchrony SYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $303K | Sell |
4,540
-468
| -9% | -$31.2K | 0.02% | 421 |
|
|
2025
Q1 | $265K | Sell |
5,008
-57
| -1% | -$3.02K | 0.01% | 467 |
|
|
2024
Q4 | $329K | Buy |
5,065
+3,403
| +205% | +$221K | 0.02% | 426 |
|
|
2024
Q3 | $82.9K | Buy |
1,662
+445
| +37% | +$22.2K | ﹤0.01% | 617 |
|
|
2024
Q2 | $57.4K | Buy |
1,217
+732
| +151% | +$34.5K | ﹤0.01% | 629 |
|
|
2024
Q1 | $20.9K | Buy |
485
+100
| +26% | +$4.31K | ﹤0.01% | 728 |
|
|
2023
Q4 | $14.7K | Buy |
385
+94
| +32% | +$3.59K | ﹤0.01% | 783 |
|
|
2023
Q3 | $8.9K | Buy |
+291
| New | +$8.9K | ﹤0.01% | 829 |
|
|
2019
Q3 | – | Sell |
-17,375
| Closed | -$602K | – | 249 |
|
|
2019
Q2 | $602K | Buy |
17,375
+3,870
| +29% | +$134K | 0.08% | 133 |
|
|
2019
Q1 | $440K | Buy |
+13,505
| New | +$440K | 0.06% | 159 |
|