Capital Advisors Ltd’s Sysco SYY Stock Holding History

Capital Advisors Ltd’s Portfolio SYY Stock Details SYY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4K	Sell	47 -41	-47%	-$3.49K	﹤0.01%	979
2025 Q1	$7K	Sell	88 -86	-49%	-$6.84K	﹤0.01%	864
2024 Q4	$13K	Buy	174 +72	+71%	+$5.38K	﹤0.01%	728
2024 Q3	$8K	Sell	102 -16	-14%	-$1.26K	﹤0.01%	832
2024 Q2	$8K	Sell	118 -19	-14%	-$1.29K	﹤0.01%	808
2024 Q1	$11K	Buy	137 +12	+10%	+$964	﹤0.01%	703
2023 Q4	$9K	Buy	125 +98	+363%	+$7.06K	﹤0.01%	716
2023 Q3	$2K	Sell	27 -29	-52%	-$2.15K	﹤0.01%	1043
2023 Q2	$4K	Sell	56 -1	-2%	-$71	﹤0.01%	906
2023 Q1	$4K	Buy	57 +32	+128%	+$2.25K	﹤0.01%	768
2022 Q4	$2K	Buy	+25	New	+$2K	﹤0.01%	902
2022 Q3	–	Sell	-26	Closed	-$2K	–	1511
2022 Q2	$2K	Buy	26 +13	+100%	+$1K	﹤0.01%	696
2022 Q1	$1K	Sell	13 -1,021	-99%	-$78.5K	﹤0.01%	803
2021 Q4	$81K	Buy	1,034 +8	+0.8%	+$627	0.01%	317
2021 Q3	$81K	Hold	1,026	–	–	0.01%	290
2021 Q2	$80K	Hold	1,026	–	–	0.01%	284
2021 Q1	$81K	Hold	1,026	–	–	0.01%	263
2020 Q4	$76K	Hold	1,026	–	–	0.02%	252
2020 Q3	$64K	Hold	1,026	–	–	0.02%	257
2020 Q2	$56K	Sell	1,026 -265	-21%	-$14.5K	0.01%	262
2020 Q1	$59K	Hold	1,291	–	–	0.02%	251
2019 Q4	$110K	Hold	1,291	–	–	0.03%	197
2019 Q3	$103K	Sell	1,291 -71,533	-98%	-$5.71M	0.03%	194
2019 Q2	$20K	Buy	72,824 +71,533	+5,541%	+$19.6K	0.01%	337
2019 Q1	$86K	Hold	1,291	–	–	0.02%	235
2018 Q4	$81K	Hold	1,291	–	–	0.02%	229
2018 Q3	$95K	Buy	1,291 +1,026	+387%	+$75.5K	0.03%	229
2018 Q2	$18K	Hold	265	–	–	0.01%	294
2018 Q1	$16K	Hold	265	–	–	0.01%	296
2017 Q4	$16K	Hold	265	–	–	0.01%	298
2017 Q3	$14K	Hold	265	–	–	﹤0.01%	310
2017 Q2	$13K	Hold	265	–	–	﹤0.01%	314
2017 Q1	$14K	Hold	265	–	–	0.01%	287
2016 Q4	$15K	Hold	265	–	–	0.01%	272
2016 Q3	$13K	Hold	265	–	–	0.01%	276
2016 Q2	$13K	Hold	265	–	–	0.01%	261
2016 Q1	$12K	Hold	265	–	–	0.01%	260
2015 Q4	$11K	Hold	265	–	–	0.01%	257
2015 Q3	$10K	Hold	265	–	–	0.01%	257
2015 Q2	$10K	Buy	+265	New	+$10K	0.01%	281