Allworth Financial’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $905K | Buy |
11,950
+2,510
| +27% | +$190K | ﹤0.01% | 665 |
|
|
2025
Q1 | $685K | Sell |
9,440
-559
| -6% | -$40.5K | ﹤0.01% | 617 |
|
|
2024
Q4 | $734K | Buy |
9,999
+3,167
| +46% | +$233K | ﹤0.01% | 598 |
|
|
2024
Q3 | $533K | Buy |
6,832
+182
| +3% | +$14.2K | ﹤0.01% | 559 |
|
|
2024
Q2 | $490K | Buy |
6,650
+679
| +11% | +$50K | ﹤0.01% | 573 |
|
|
2024
Q1 | $485K | Buy |
5,971
+40
| +0.7% | +$3.25K | ﹤0.01% | 556 |
|
|
2023
Q4 | $434K | Buy |
5,931
+429
| +8% | +$31.4K | ﹤0.01% | 549 |
|
|
2023
Q3 | $363K | Sell |
5,502
-1,623
| -23% | -$107K | ﹤0.01% | 555 |
|
|
2023
Q2 | $529K | Buy |
7,125
+10
| +0.1% | +$742 | ﹤0.01% | 490 |
|
|
2023
Q1 | $549K | Buy |
7,115
+621
| +10% | +$48K | 0.01% | 452 |
|
|
2022
Q4 | $496K | Buy |
6,494
+690
| +12% | +$52.8K | 0.01% | 459 |
|
|
2022
Q3 | $410K | Sell |
5,804
-430
| -7% | -$30.4K | 0.01% | 462 |
|
|
2022
Q2 | $528K | Buy |
6,234
+1,419
| +29% | +$120K | 0.01% | 390 |
|
|
2022
Q1 | $393K | Sell |
4,815
-115
| -2% | -$9.39K | 0.01% | 435 |
|
|
2021
Q4 | $387K | Buy |
4,930
+319
| +7% | +$25K | 0.01% | 413 |
|
|
2021
Q3 | $362K | Buy |
4,611
+10
| +0.2% | +$785 | 0.01% | 372 |
|
|
2021
Q2 | $358K | Buy |
4,601
+1
| +0% | +$78 | 0.01% | 296 |
|
|
2021
Q1 | $362K | Buy |
4,600
+129
| +3% | +$10.2K | 0.01% | 277 |
|
|
2020
Q4 | $332K | Buy |
4,471
+18
| +0.4% | +$1.34K | 0.01% | 225 |
|
|
2020
Q3 | $277K | Buy |
4,453
+2
| +0% | +$124 | 0.01% | 208 |
|
|
2020
Q2 | $243K | Buy |
4,451
+159
| +4% | +$8.68K | 0.01% | 220 |
|
|
2020
Q1 | $196K | Sell |
4,292
-42
| -1% | -$1.92K | 0.01% | 243 |
|
|
2019
Q4 | $371K | Buy |
4,334
+279
| +7% | +$23.9K | 0.01% | 136 |
|
|
2019
Q3 | $322K | Buy |
4,055
+80
| +2% | +$6.35K | 0.01% | 128 |
|
|
2019
Q2 | $281K | Sell |
3,975
-126
| -3% | -$8.91K | 0.01% | 136 |
|
|
2019
Q1 | $274K | Buy |
4,101
+126
| +3% | +$8.42K | 0.01% | 139 |
|
|
2018
Q4 | $249K | Hold |
3,975
| – | – | 0.01% | 132 |
|
|
2018
Q3 | $291K | Sell |
3,975
-55
| -1% | -$4.03K | 0.01% | 126 |
|
|
2018
Q2 | $275K | Sell |
4,030
-311
| -7% | -$21.2K | 0.01% | 130 |
|
|
2018
Q1 | $260K | Sell |
4,341
-366
| -8% | -$21.9K | 0.02% | 103 |
|
|
2017
Q4 | $286K | Buy |
4,707
+632
| +16% | +$38.4K | 0.02% | 98 |
|
|
2017
Q3 | $220K | Sell |
4,075
-100
| -2% | -$5.4K | 0.02% | 104 |
|
|
2017
Q2 | $210K | Hold |
4,175
| – | – | 0.02% | 106 |
|
|
2017
Q1 | $217K | Sell |
4,175
-24
| -0.6% | -$1.25K | 0.02% | 100 |
|
|
2016
Q4 | $232K | Hold |
4,199
| – | – | 0.02% | 93 |
|
|
2016
Q3 | $206K | Sell |
4,199
-45
| -1% | -$2.21K | 0.02% | 96 |
|
|
2016
Q2 | $215K | Buy |
4,244
+45
| +1% | +$2.28K | 0.02% | 90 |
|
|
2016
Q1 | $196K | Sell |
4,199
-64
| -2% | -$2.99K | 0.02% | 96 |
|
|
2015
Q4 | $175K | Buy |
4,263
+124
| +3% | +$5.09K | 0.03% | 101 |
|
|
2015
Q3 | $161K | Hold |
4,139
| – | – | 0.06% | 96 |
|
|
2015
Q2 | $149K | Hold |
4,139
| – | – | 0.05% | 107 |
|
|
2015
Q1 | $156K | Buy |
+4,139
| New | +$156K | 0.06% | 104 |
|