Beacon Financial Group’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $754K | Buy |
9,955
+3,554
| +56% | +$269K | 0.08% | 188 |
|
|
2025
Q1 | $480K | Buy |
6,401
+50
| +0.8% | +$3.75K | 0.05% | 226 |
|
|
2024
Q4 | $486K | Sell |
6,351
-29
| -0.5% | -$2.22K | 0.05% | 228 |
|
|
2024
Q3 | $498K | Buy |
6,380
+31
| +0.5% | +$2.42K | 0.05% | 221 |
|
|
2024
Q2 | $453K | Buy |
6,349
+79
| +1% | +$5.64K | 0.05% | 219 |
|
|
2024
Q1 | $509K | Sell |
6,270
-153
| -2% | -$12.4K | 0.06% | 212 |
|
|
2023
Q4 | $470K | Hold |
6,423
| – | – | 0.06% | 219 |
|
|
2023
Q3 | $447K | Sell |
6,423
-64
| -1% | -$4.45K | 0.06% | 181 |
|
|
2023
Q2 | $474K | Buy |
6,487
+64
| +1% | +$4.68K | 0.06% | 174 |
|
|
2023
Q1 | $499K | Sell |
6,423
-110
| -2% | -$8.55K | 0.07% | 175 |
|
|
2022
Q4 | $499K | Buy |
6,533
+110
| +2% | +$8.4K | 0.07% | 184 |
|
|
2022
Q3 | $459K | Hold |
6,423
| – | – | 0.07% | 187 |
|
|
2022
Q2 | $541K | Hold |
6,423
| – | – | 0.08% | 178 |
|
|
2022
Q1 | $533K | Hold |
6,423
| – | – | 0.07% | 188 |
|
|
2021
Q4 | $507K | Hold |
6,423
| – | – | 0.07% | 195 |
|
|
2021
Q3 | $520K | Hold |
6,423
| – | – | 0.07% | 187 |
|
|
2021
Q2 | $467K | Sell |
6,423
-48
| -0.7% | -$3.49K | 0.07% | 186 |
|
|
2021
Q1 | $491K | Hold |
6,471
| – | – | 0.08% | 169 |
|
|
2020
Q4 | $491K | Buy |
6,471
+630
| +11% | +$47.8K | 0.08% | 173 |
|
|
2020
Q3 | $363K | Sell |
5,841
-500
| -8% | -$31.1K | 0.06% | 169 |
|
|
2020
Q2 | $345K | Hold |
6,341
| – | – | 0.07% | 168 |
|
|
2020
Q1 | $294K | Buy |
6,341
+1,470
| +30% | +$68.2K | 0.06% | 154 |
|
|
2019
Q4 | $417K | Sell |
4,871
-300
| -6% | -$25.7K | 0.05% | 162 |
|
|
2019
Q3 | $408K | Hold |
5,171
| – | – | 0.07% | 152 |
|
|
2019
Q2 | $366K | Hold |
5,171
| – | – | 0.06% | 162 |
|
|
2019
Q1 | $345 | Sell |
5,171
-274
| -5% | -$18 | 0.06% | 151 |
|
|
2018
Q4 | $339K | Sell |
5,445
-144
| -3% | -$8.97K | 0.06% | 149 |
|
|
2018
Q3 | $409K | Hold |
5,589
| – | – | 0.07% | 145 |
|
|
2018
Q2 | $382K | Sell |
5,589
-50
| -0.9% | -$3.42K | 0.06% | 150 |
|
|
2018
Q1 | $338K | Sell |
5,639
-39
| -0.7% | -$2.34K | 0.06% | 163 |
|
|
2017
Q4 | $345K | Hold |
5,678
| – | – | 0.06% | 159 |
|
|
2017
Q3 | $306K | Hold |
5,678
| – | – | 0.06% | 166 |
|
|
2017
Q2 | $283K | Sell |
5,678
-3,200
| -36% | -$159K | 0.05% | 175 |
|
|
2017
Q1 | $461K | Sell |
8,878
-786
| -8% | -$40.8K | 0.09% | 128 |
|
|
2016
Q4 | $535K | Hold |
9,664
| – | – | 0.11% | 115 |
|
|
2016
Q3 | $474K | Sell |
9,664
-500
| -5% | -$24.5K | 0.1% | 135 |
|
|
2016
Q2 | $510K | Sell |
10,164
-515
| -5% | -$25.8K | 0.11% | 117 |
|
|
2016
Q1 | $497K | Sell |
10,679
-37,875
| -78% | -$1.76M | 0.11% | 118 |
|
|
2015
Q4 | $2.01M | Sell |
48,554
-2,872
| -6% | -$119K | 0.46% | 55 |
|
|
2015
Q3 | $2M | Sell |
51,426
-46,099
| -47% | -$1.79M | 0.49% | 58 |
|
|
2015
Q2 | $3.66M | Sell |
97,525
-3,242
| -3% | -$122K | 0.79% | 43 |
|
|
2015
Q1 | $3.86M | Sell |
100,767
-7,378
| -7% | -$282K | 0.86% | 43 |
|
|
2014
Q4 | $4.35M | Sell |
108,145
-6,732
| -6% | -$271K | 0.9% | 39 |
|
|
2014
Q3 | $4.36M | Buy |
114,877
+3,397
| +3% | +$129K | 0.94% | 36 |
|
|
2014
Q2 | $4.22M | Sell |
111,480
-721
| -0.6% | -$27.3K | 0.93% | 35 |
|
|
2014
Q1 | $4.04M | Sell |
112,201
-4,588
| -4% | -$165K | 0.83% | 37 |
|
|
2013
Q4 | $4.28M | Sell |
116,789
-2,146
| -2% | -$78.7K | 0.82% | 33 |
|
|
2013
Q3 | $3.81M | Buy |
+118,935
| New | +$3.81M | 0.82% | 36 |
|