Beacon Pointe 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 | $1.6M | Buy |
21,190
+814
| +4% | +$61.7K | 0.02% | 529 |
|
2025
Q1 | $1.53M | Buy |
20,376
+400
| +2% | +$30K | 0.02% | 524 |
|
2024
Q4 | $1.53M | Buy |
19,976
+137
| +0.7% | +$10.5K | 0.02% | 528 |
|
2024
Q3 | $1.55M | Sell |
19,839
-1,528
| -7% | -$119K | 0.02% | 518 |
|
2024
Q2 | $1.53M | Sell |
21,367
-2,332
| -10% | -$166K | 0.02% | 533 |
|
2024
Q1 | $1.92M | Sell |
23,699
-150
| -0.6% | -$12.2K | 0.02% | 506 |
|
2023
Q4 | $1.74M | Sell |
23,849
-1,935
| -8% | -$142K | 0.02% | 510 |
|
2023
Q3 | $1.7M | Buy |
25,784
+6,853
| +36% | +$453K | 0.02% | 496 |
|
2023
Q2 | $1.4M | Sell |
18,931
-1,607
| -8% | -$119K | 0.02% | 439 |
|
2023
Q1 | $1.59M | Sell |
20,538
-598
| -3% | -$46.2K | 0.03% | 441 |
|
2022
Q4 | $1.62M | Buy |
21,136
+433
| +2% | +$33.1K | 0.03% | 404 |
|
2022
Q3 | $1.46M | Buy |
20,703
+2,359
| +13% | +$167K | 0.03% | 383 |
|
2022
Q2 | $1.55M | Sell |
18,344
-31,364
| -63% | -$2.65M | 0.03% | 375 |
|
2022
Q1 | $4.06M | Buy |
49,708
+43,341
| +681% | +$3.54M | 0.06% | 287 |
|
2021
Q4 | $500K | Sell |
6,367
-1,726
| -21% | -$136K | 0.01% | 573 |
|
2021
Q3 | $635K | Sell |
8,093
-228
| -3% | -$17.9K | 0.02% | 491 |
|
2021
Q2 | $647K | Buy |
8,321
+5,039
| +154% | +$392K | 0.02% | 421 |
|
2021
Q1 | $260K | Buy |
+3,282
| New | +$260K | 0.02% | 419 |
|
2020
Q1 | – | Sell |
-2,373
| Closed | -$203K | – | 312 |
|
2019
Q4 | $203K | Buy |
+2,373
| New | +$203K | 0.06% | 211 |
|