Venturi Wealth Management’s Synchrony SYF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$450K Buy
2025
Q2
$303K Sell
2025
Q1
$265K Sell
2024
Q4
$329K Buy
2024
Q3
$82.9K Buy
2024
Q2
$57.4K Buy
2024
Q1
$20.9K Buy
2023
Q4
$14.7K Buy
2023
Q3
$8.9K Buy
2019
Q3
Sell
2019
Q2
$602K Buy
2019
Q1
$440K Buy