B. Riley 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 | $435K | Buy |
+5,746
| New | +$435K | 0.02% | 563 |
|
2024
Q4 | $656K | Sell |
8,578
-1,337
| -13% | -$102K | 0.02% | 593 |
|
2024
Q3 | $768K | Sell |
9,915
-1,008
| -9% | -$78K | 0.02% | 576 |
|
2024
Q2 | $780K | Sell |
10,923
-25,045
| -70% | -$1.79M | 0.02% | 626 |
|
2024
Q1 | $2.38M | Sell |
35,968
-2,564
| -7% | -$169K | 0.06% | 300 |
|
2023
Q4 | $2.82M | Buy |
38,532
+2,564
| +7% | +$188K | 0.08% | 270 |
|
2023
Q3 | $2.38M | Buy |
35,968
+1,439
| +4% | +$95K | 0.06% | 300 |
|
2023
Q2 | $2.56M | Sell |
34,529
-667
| -2% | -$49.5K | 0.06% | 307 |
|
2023
Q1 | $2.72M | Buy |
35,196
+44
| +0.1% | +$3.4K | 0.07% | 271 |
|
2022
Q4 | $2.69M | Sell |
35,152
-2,528
| -7% | -$193K | 0.08% | 267 |
|
2022
Q3 | $2.66M | Buy |
37,680
+32,241
| +593% | +$2.28M | 0.08% | 246 |
|
2022
Q2 | $462K | Sell |
5,439
-473
| -8% | -$40.2K | 0.02% | 692 |
|
2022
Q1 | $484K | Sell |
5,912
-13,080
| -69% | -$1.07M | 0.02% | 767 |
|
2021
Q4 | $1.49M | Buy |
18,992
+132
| +0.7% | +$10.4K | 0.04% | 423 |
|
2021
Q3 | $1.48M | Buy |
18,860
+1,318
| +8% | +$103K | 0.05% | 410 |
|
2021
Q2 | $1.36M | Sell |
17,542
-2,782
| -14% | -$216K | 0.04% | 427 |
|
2021
Q1 | $1.6M | Buy |
20,324
+7,720
| +61% | +$607K | 0.06% | 362 |
|
2020
Q4 | $937K | Sell |
12,604
-1,195
| -9% | -$88.8K | 0.05% | 351 |
|
2020
Q3 | $846K | Buy |
13,799
+6,122
| +80% | +$375K | 0.05% | 354 |
|
2020
Q2 | $420K | Buy |
7,677
+3,069
| +67% | +$168K | 0.03% | 513 |
|
2020
Q1 | $212K | Sell |
4,608
-842
| -15% | -$38.7K | 0.02% | 656 |
|
2019
Q4 | $468K | Sell |
5,450
-3,683
| -40% | -$316K | 0.04% | 457 |
|
2019
Q3 | $726K | Sell |
9,133
-10
| -0.1% | -$795 | 0.07% | 289 |
|
2019
Q2 | $648K | Buy |
9,143
+1,167
| +15% | +$82.7K | 0.07% | 288 |
|
2019
Q1 | $535K | Buy |
7,976
+722
| +10% | +$48.4K | 0.07% | 319 |
|
2018
Q4 | $456K | Buy |
7,254
+393
| +6% | +$24.7K | 0.06% | 327 |
|
2018
Q3 | $505K | Sell |
6,861
-315
| -4% | -$23.2K | 0.06% | 347 |
|
2018
Q2 | $491K | Buy |
7,176
+280
| +4% | +$19.2K | 0.06% | 330 |
|
2018
Q1 | $415K | Sell |
6,896
-3,426
| -33% | -$206K | 0.06% | 355 |
|
2017
Q4 | $629K | Sell |
10,322
-2,920
| -22% | -$178K | 0.09% | 259 |
|
2017
Q3 | $716K | Sell |
13,242
-539
| -4% | -$29.1K | 0.12% | 190 |
|
2017
Q2 | $695K | Buy |
13,781
+345
| +3% | +$17.4K | 0.13% | 200 |
|
2017
Q1 | $699K | Sell |
13,436
-417
| -3% | -$21.7K | 0.14% | 182 |
|
2016
Q4 | $767K | Sell |
13,853
-7,550
| -35% | -$418K | 0.16% | 157 |
|
2016
Q3 | $599K | Sell |
21,403
-723
| -3% | -$20.2K | 0.12% | 215 |
|
2016
Q2 | $636K | Buy |
22,126
+477
| +2% | +$13.7K | 0.13% | 204 |
|
2016
Q1 | $551K | Buy |
21,649
+6,277
| +41% | +$160K | 0.13% | 205 |
|
2015
Q4 | $631K | Sell |
15,372
-605
| -4% | -$24.8K | 0.13% | 195 |
|
2015
Q3 | $624K | Buy |
15,977
+353
| +2% | +$13.8K | 0.15% | 187 |
|
2015
Q2 | $565K | Buy |
+15,624
| New | +$565K | 0.14% | 191 |
|
2015
Q1 | – | Sell |
-832
| Closed | -$33 | – | 1817 |
|
2014
Q4 | $33 | Buy |
+832
| New | +$33 | ﹤0.01% | 2307 |
|
2014
Q3 | – | Sell |
-4,218
| Closed | -$158K | – | 1743 |
|
2014
Q2 | $158K | Buy |
4,218
+1,118
| +36% | +$41.9K | 0.04% | 535 |
|
2014
Q1 | $112K | Buy |
3,100
+252
| +9% | +$9.11K | 0.03% | 585 |
|
2013
Q4 | $103K | Buy |
+2,848
| New | +$103K | 0.03% | 545 |
|
2013
Q3 | – | Sell |
-2,491
| Closed | -$85K | – | 739 |
|
2013
Q2 | $85K | Buy |
+2,491
| New | +$85K | 0.03% | 590 |
|