Arete Wealth Advisors’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232K | Sell |
3,067
-21
| -0.7% | -$1.59K | 0.02% | 650 |
|
|
2025
Q1 | $232K | Sell |
3,088
-322
| -9% | -$24.2K | 0.02% | 624 |
|
|
2024
Q4 | $261K | Buy |
3,410
+439
| +15% | +$33.6K | 0.02% | 609 |
|
|
2024
Q3 | $232K | Sell |
2,971
-682
| -19% | -$53.3K | 0.02% | 604 |
|
|
2024
Q2 | $261K | Buy |
+3,653
| New | +$261K | 0.02% | 569 |
|
|
2024
Q1 | – | Sell |
-4,040
| Closed | -$295K | – | 692 |
|
|
2023
Q4 | $295K | Buy |
4,040
+3
| +0.1% | +$219 | 0.02% | 555 |
|
|
2023
Q3 | $267K | Sell |
4,037
-114
| -3% | -$7.53K | 0.05% | 371 |
|
|
2023
Q2 | $308K | Buy |
4,151
+222
| +6% | +$16.5K | 0.03% | 489 |
|
|
2023
Q1 | $303K | Sell |
3,929
-75
| -2% | -$5.78K | 0.02% | 471 |
|
|
2022
Q4 | $306M | Hold |
4,004
| – | – | 0.03% | 456 |
|
|
2022
Q3 | $283K | Sell |
4,004
-711
| -15% | -$50.3K | 0.03% | 419 |
|
|
2022
Q2 | $266K | Buy |
4,715
+1,192
| +34% | +$67.2K | 0.03% | 361 |
|
|
2022
Q1 | $288K | Sell |
3,523
-361
| -9% | -$29.5K | 0.02% | 386 |
|
|
2021
Q4 | $306K | Sell |
3,884
-8,007
| -67% | -$631K | 0.03% | 379 |
|
|
2021
Q3 | $933K | Buy |
11,891
+8,203
| +222% | +$644K | 0.1% | 177 |
|
|
2021
Q2 | $228K | Sell |
3,688
-81
| -2% | -$5.01K | 0.03% | 309 |
|
|
2021
Q1 | $297K | Buy |
3,769
+284
| +8% | +$22.4K | 0.04% | 320 |
|
|
2020
Q4 | $258K | Hold |
3,485
| – | – | 0.04% | 332 |
|
|
2020
Q3 | $220K | Buy |
+3,485
| New | +$220K | 0.03% | 341 |
|
|
2020
Q1 | – | Sell |
-5,383
| Closed | -$460K | – | 405 |
|
|
2019
Q4 | $460K | Sell |
5,383
-28
| -0.5% | -$2.39K | 0.08% | 243 |
|
|
2019
Q3 | $430K | Buy |
5,411
+96
| +2% | +$7.63K | 0.08% | 236 |
|
|
2019
Q2 | $376K | Buy |
5,315
+6
| +0.1% | +$424 | 0.07% | 265 |
|
|
2019
Q1 | $354K | Sell |
5,309
-2,024
| -28% | -$135K | 0.07% | 261 |
|
|
2018
Q4 | $459K | Buy |
7,333
+2,263
| +45% | +$142K | 0.11% | 202 |
|
|
2018
Q3 | $371K | Buy |
5,070
+769
| +18% | +$56.3K | 0.08% | 232 |
|
|
2018
Q2 | $294K | Buy |
+4,301
| New | +$294K | 0.07% | 276 |
|