Waldron Private Wealth’s Synchrony SYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $271K | Buy |
4,061
+43
| +1% | +$2.87K | 0.01% | 265 |
|
|
2025
Q1 | $213K | Sell |
4,018
-215
| -5% | -$11.4K | 0.01% | 277 |
|
|
2024
Q4 | $275K | Sell |
4,233
-3,915
| -48% | -$254K | 0.01% | 351 |
|
|
2024
Q3 | $406K | Buy |
8,148
+3,790
| +87% | +$189K | 0.02% | 282 |
|
|
2024
Q2 | $206K | Buy |
+4,358
| New | +$206K | 0.01% | 387 |
|