Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$322K Sell
3,847
-5
-0.1% -$379 0.09% 190
2026
Q1
$275K Buy
3,852
+10
+0.3% +$827 0.08% 189
2025
Q4
$283K Sell
3,842
-15
-0.4% -$1.14K 0.08% 188
2025
Q3
$318K Buy
3,857
+20
+0.5% +$1.6K 0.09% 177
2025
Q2
$291K Sell
3,837
-20
-0.5% -$1.45K 0.09% 178
2025
Q1
$289K Sell
3,857
-371
-9% -$27.2K 0.1% 170
2024
Q4
$323K Buy
4,228
+5
+0.1% +$383 0.11% 161
2024
Q3
$330K Buy
4,223
+5
+0.1% +$376 0.11% 157
2024
Q2
$301K Buy
4,218
+5
+0.1% +$374 0.11% 164
2024
Q1
$342K Buy
4,213
+5
+0.1% +$394 0.12% 150
2023
Q4
$308K Hold
4,208
0.13% 144
2023
Q3
$278K Hold
4,208
0.13% 145
2023
Q2
$312K Hold
4,208
0.14% 137
2023
Q1
$325K Buy
4,208
+184
+5% +$14.1K 0.15% 133
2022
Q4
$308K Buy
4,024
+180
+5% +$14.5K 0.15% 136
2022
Q3
$272K Hold
3,844
0.14% 142
2022
Q2
$326K Hold
3,844
0.15% 136
2022
Q1
$314K Sell
3,844
-24
-0.6% -$1.94K 0.13% 143
2021
Q4
$304K Hold
3,868
0.12% 146
2021
Q3
$304K Hold
3,868
0.13% 141
2021
Q2
$301K Hold
3,868
0.13% 145
2021
Q1
$305K Hold
3,868
0.14% 139
2020
Q4
$287K Hold
3,868
0.15% 139
2020
Q3
$241K Sell
3,868
-600
-13% -$34.9K 0.14% 137
2020
Q2
$244K Hold
4,468
0.15% 134
2020
Q1
$204K Buy
4,468
+401
+10% +$27.7K 0.16% 130
2019
Q4
$348K Buy
+4,067
New +$329K 0.22% 109
2019
Q3
Sell
-3,922
Closed -$277K 153
2019
Q2
$277K Hold
3,922
0.19% 124
2019
Q1
$262K Sell
3,922
-59
-1% -$3.84K 0.19% 124
2018
Q4
$249K Hold
3,981
0.19% 121
2018
Q3
$292K Sell
3,981
-2,000
-33% -$144K 0.18% 121
2018
Q2
$417K Sell
5,981
-50
-0.8% -$3.19K 0.1% 95
2018
Q1
$362K Hold
6,031
0.07% 105
2017
Q4
$384K Hold
6,031
0.07% 102
2017
Q3
$325K Hold
6,031
0.07% 102
2017
Q2
$304K Hold
6,031
0.27% 100
2017
Q1
$313K Hold
6,031
0.25% 100
2016
Q4
$296K Hold
6,031
0.12% 100
2016
Q3
$296K Hold
6,031
0.12% 100
2016
Q2
$306K Sell
6,031
-315
-5% -$15.2K 0.12% 95
2016
Q1
$297K Buy
6,346
+510
+9% +$22K 0.12% 100
2015
Q4
$229K Sell
5,836
-500
-8% -$20.5K 0.15% 103
2015
Q3
$247K Hold
6,336
0.11% 103
2015
Q2
$238K Buy
+6,336
New +$237K 0.09% 107
2014
Q4
Sell
-5,385
Closed -$204K 106
2014
Q3
$204K Sell
5,385
-1,840
-25% -$68.7K 0.08% 99
2014
Q2
$271K Buy
7,225
+440
+6% +$16.2K 0.13% 83
2014
Q1
$245K Buy
6,785
+68
+1% +$2.44K 0.13% 76
2013
Q4
$242K Buy
+6,717
New +$227K 0.17% 66

Other funds holding SYY