Capstone Investment 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 | $1.58M | Buy |
+20,814
| New | +$1.58M | ﹤0.01% | 328 |
|
|
2025
Q1 | – | Sell |
-259
| Closed | -$19.8K | – | 822 |
|
|
2024
Q4 | $19.8K | Sell |
259
-7,090
| -96% | -$542K | ﹤0.01% | 722 |
|
|
2024
Q3 | $574K | Sell |
7,349
-15,013
| -67% | -$1.17M | ﹤0.01% | 401 |
|
|
2024
Q2 | $1.6M | Buy |
+22,362
| New | +$1.6M | 0.01% | 247 |
|
|
2024
Q1 | – | Sell |
-1,932
| Closed | -$141K | – | 1511 |
|
|
2023
Q4 | $141K | Sell |
1,932
-15,727
| -89% | -$1.15M | ﹤0.01% | 924 |
|
|
2023
Q3 | $1.17M | Sell |
17,659
-13,984
| -44% | -$924K | 0.01% | 367 |
|
|
2023
Q2 | $2.35M | Buy |
31,643
+27,892
| +744% | +$2.07M | 0.01% | 211 |
|
|
2023
Q1 | $290K | Sell |
3,751
-10,148
| -73% | -$784K | ﹤0.01% | 403 |
|
|
2022
Q4 | $1.06M | Buy |
13,899
+122
| +0.9% | +$9.33K | 0.01% | 368 |
|
|
2022
Q3 | $974K | Buy |
13,777
+12,956
| +1,578% | +$916K | 0.01% | 471 |
|
|
2022
Q2 | $70K | Buy |
821
+820
| +82,000% | +$69.9K | ﹤0.01% | 680 |
|
|
2022
Q1 | $0 | Sell |
1
-460
| -100% | – | ﹤0.01% | 1141 |
|
|
2021
Q4 | $36K | Buy |
+461
| New | +$36K | ﹤0.01% | 712 |
|
|
2021
Q3 | – | Sell |
-22,948
| Closed | -$1.78M | – | 1071 |
|
|
2021
Q2 | $1.78M | Buy |
+22,948
| New | +$1.78M | ﹤0.01% | 260 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 946 |
|
|
2020
Q4 | – | Sell |
-28,934
| Closed | -$1.8M | – | 778 |
|
|
2020
Q3 | $1.8M | Buy |
28,934
+2,406
| +9% | +$150K | 0.01% | 143 |
|
|
2020
Q2 | $1.45M | Sell |
26,528
-1,637
| -6% | -$89.5K | 0.01% | 142 |
|
|
2020
Q1 | $1.29M | Buy |
28,165
+20,016
| +246% | +$913K | 0.02% | 145 |
|
|
2019
Q4 | $697K | Buy |
+8,149
| New | +$697K | ﹤0.01% | 282 |
|
|
2019
Q3 | – | Sell |
-4,583
| Closed | -$324K | – | 565 |
|
|
2019
Q2 | $324K | Buy |
+4,583
| New | +$324K | ﹤0.01% | 331 |
|
|
2019
Q1 | – | Sell |
-1,456
| Closed | -$91K | – | 538 |
|
|
2018
Q4 | $91K | Buy |
+1,456
| New | +$91K | ﹤0.01% | 322 |
|
|
2018
Q3 | – | Sell |
-701
| Closed | -$48K | – | 562 |
|
|
2018
Q2 | $48K | Buy |
+701
| New | +$48K | ﹤0.01% | 310 |
|
|
2017
Q1 | – | Sell |
-22,298
| Closed | -$1.23M | – | 894 |
|
|
2016
Q4 | $1.23M | Buy |
+22,298
| New | +$1.23M | 0.04% | 257 |
|
|
2016
Q1 | – | Sell |
-6,877
| Closed | -$281K | – | 666 |
|
|
2015
Q4 | $281K | Buy |
+6,877
| New | +$281K | 0.01% | 305 |
|
|
2014
Q4 | – | Sell |
-20,000
| Closed | -$759K | – | 222 |
|
|
2014
Q3 | $759K | Buy |
+20,000
| New | +$759K | 0.01% | 154 |
|