Synergy Financial Group, LTD Purchases and Sells in Q4 2024

Synergy Financial Group, LTD

$113 Million
Q4 2024

Top Buys

Incresed Positions

41 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GSST	40K + 333.08%	$50.23 - $50.47 $2.01M - $2.02M	52.1K $2.62M
VOO	3.07K + 198.77%	$521.84 - $558.82 $1.6M - $1.72M	4.62K $2.49M
TSLA	64 + 0.77%	$213.65 - $479.86 $13.7K - $30.7K	8.37K $3.38M
TMFC	4.03K + 15.1%	$55.58 - $62.6 $224K - $253K	30.8K $1.85M
CRWD	161 + 4.08%	$275.15 - $388.2 $44.3K - $62.5K	4.11K $1.41M
AXON	246 + 32.93%	$399.22 - $689.78 $98.2K - $170K	993 $590K

New Holdings

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VGT	3.16K New	$571.78 - $647.97 $1.81M - $2.05M	3.16K $1.96M
VTV	2.31K New	$168.32 - $181.87 $388K - $419K	2.31K $390K
ISCG	7.19K New	$48.22 - $54.03 $347K - $389K	7.19K $355K
COF	1.87K New	$145.19 - $192.01 $271K - $358K	1.87K $332K
CVX	1.7K New	$141.15 - $162.53 $241K - $277K	1.7K $246K
MSTR	820 New	$162.69 - $473.83 $133K - $389K	820 $237K

Top Sells

Reduced Positions

37 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSFT	-3.3K - 15.0%	$406.35 - $454.46 $1.34M - $1.5M	18.7K $7.88M
WD	-391 - 4.55%	$95.69 - $116.27 $37.4K - $45.5K	8.21K $798K
NEE	-1.25K - 20.83%	$69.77 - $85.43 $86.9K - $106K	4.73K $339K
ASML	-78 - 12.24%	$658.43 - $872.27 $51.4K - $68K	559 $387K
UBER	-47 - 0.62%	$59.93 - $86.34 $2.82K - $4.06K	7.57K $456K
SBUX	-444 - 4.71%	$87.44 - $102.5 $38.8K - $45.5K	8.99K $819K

Activity Summary All Purchases 52 New Holdings 11 Increased Positions 41 All Sells 37 Reductions 37 Sold out 0 Calls 0 Puts 0

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