Waverly Advisors’s Synovus SNV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.35M | Sell |
45,497
-291
| -0.6% | -$15.1K | 0.03% | 464 |
|
|
2025
Q1 | $2.14M | Buy |
45,788
+831
| +2% | +$38.8K | 0.03% | 466 |
|
|
2024
Q4 | $2.3M | Buy |
44,957
+13,598
| +43% | +$697K | 0.04% | 354 |
|
|
2024
Q3 | $1.39M | Buy |
31,359
+22,903
| +271% | +$1.02M | 0.03% | 392 |
|
|
2024
Q2 | $340K | Buy |
8,456
+777
| +10% | +$31.2K | 0.01% | 638 |
|
|
2024
Q1 | $308K | Sell |
7,679
-173
| -2% | -$6.93K | 0.01% | 563 |
|
|
2023
Q4 | $296K | Sell |
7,852
-1,419
| -15% | -$53.4K | 0.01% | 357 |
|
|
2023
Q3 | $258K | Buy |
+9,271
| New | +$258K | 0.01% | 349 |
|
|
2022
Q2 | – | Sell |
-4,865
| Closed | -$239K | – | 222 |
|
|
2022
Q1 | $239K | Hold |
4,865
| – | – | 0.02% | 178 |
|
|
2021
Q4 | $256K | Hold |
4,865
| – | – | 0.02% | 176 |
|
|
2021
Q3 | $242K | Buy |
+4,865
| New | +$242K | 0.02% | 193 |
|
|
2018
Q1 | – | Sell |
-24,333
| Closed | -$1.17M | – | 341 |
|
|
2017
Q4 | $1.17M | Buy |
+24,333
| New | +$1.17M | 0.17% | 88 |
|
|
2015
Q4 | – | Sell |
-2,067
| Closed | -$61K | – | 351 |
|
|
2015
Q3 | $61K | Buy |
2,067
+938
| +83% | +$27.7K | 0.04% | 110 |
|
|
2015
Q2 | $35K | Hold |
1,129
| – | – | 0.02% | 170 |
|
|
2015
Q1 | $32K | Buy |
+1,129
| New | +$32K | 0.02% | 156 |
|
|
2014
Q3 | – | Sell |
-1,257
| Closed | -$31K | – | 786 |
|
|
2014
Q2 | $31K | Sell |
1,257
-1
| -0.1% | -$25 | 0.01% | 283 |
|
|
2014
Q1 | $30K | Sell |
1,258
-3,074
| -71% | -$73.3K | 0.01% | 275 |
|
|
2013
Q4 | $109K | Buy |
4,332
+1,858
| +75% | +$46.8K | 0.04% | 212 |
|
|
2013
Q3 | $57K | Hold |
2,474
| – | – | 0.03% | 227 |
|
|
2013
Q2 | $51K | Buy |
+2,474
| New | +$51K | 0.03% | 96 |
|