CAPTRUST Financial 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 | $11.3M | Buy |
149,829
+9,544
| +7% | +$723K | 0.03% | 432 |
|
2025
Q1 | $10.5M | Buy |
140,285
+22,993
| +20% | +$1.73M | 0.03% | 419 |
|
2024
Q4 | $8.97M | Sell |
117,292
-7,049
| -6% | -$539K | 0.03% | 394 |
|
2024
Q3 | $9.71M | Buy |
124,341
+8,891
| +8% | +$694K | 0.03% | 389 |
|
2024
Q2 | $8.24M | Sell |
115,450
-232
| -0.2% | -$16.6K | 0.03% | 390 |
|
2024
Q1 | $9.39M | Sell |
115,682
-14,919
| -11% | -$1.21M | 0.03% | 358 |
|
2023
Q4 | $9.55M | Buy |
130,601
+10,780
| +9% | +$788K | 0.03% | 382 |
|
2023
Q3 | $7.91M | Buy |
119,821
+4,078
| +4% | +$269K | 0.03% | 382 |
|
2023
Q2 | $8.59M | Buy |
115,743
+6,658
| +6% | +$494K | 0.03% | 359 |
|
2023
Q1 | $8.42M | Buy |
109,085
+13,793
| +14% | +$1.07M | 0.04% | 324 |
|
2022
Q4 | $7.29M | Buy |
95,292
+2,213
| +2% | +$169K | 0.04% | 354 |
|
2022
Q3 | $6.58M | Buy |
93,079
+7,263
| +8% | +$514K | 0.04% | 335 |
|
2022
Q2 | $7.31M | Buy |
85,816
+13,817
| +19% | +$1.18M | 0.05% | 299 |
|
2022
Q1 | $5.91M | Sell |
71,999
-22,310
| -24% | -$1.83M | 0.04% | 335 |
|
2021
Q4 | $7.41M | Sell |
94,309
-7,495
| -7% | -$589K | 0.05% | 285 |
|
2021
Q3 | $8.04M | Buy |
101,804
+9,391
| +10% | +$742K | 0.07% | 243 |
|
2021
Q2 | $7.19M | Sell |
92,413
-3,664
| -4% | -$285K | 0.07% | 243 |
|
2021
Q1 | $7.61M | Sell |
96,077
-7,594
| -7% | -$601K | 0.08% | 215 |
|
2020
Q4 | $7.7M | Buy |
103,671
+8,686
| +9% | +$645K | 0.1% | 187 |
|
2020
Q3 | $5.99M | Sell |
94,985
-497,507
| -84% | -$31.4M | 0.1% | 195 |
|
2020
Q2 | $32.1M | Buy |
592,492
+32,734
| +6% | +$1.77M | 0.53% | 38 |
|
2020
Q1 | $23.4M | Sell |
559,758
-14,252
| -2% | -$597K | 0.52% | 45 |
|
2019
Q4 | $48.9M | Buy |
574,010
+543,853
| +1,803% | +$46.3M | 0.77% | 21 |
|
2019
Q3 | $2.39M | Hold |
30,157
| – | – | 0.08% | 202 |
|
2019
Q2 | $2.13M | Buy |
30,157
+7,735
| +34% | +$547K | 0.08% | 209 |
|
2019
Q1 | $1.5M | Sell |
22,422
-5,911
| -21% | -$395K | 0.06% | 223 |
|
2018
Q4 | $1.78M | Hold |
28,333
| – | – | 0.1% | 160 |
|
2018
Q3 | $2.08M | Buy |
28,333
+20,335
| +254% | +$1.49M | 0.09% | 148 |
|
2018
Q2 | $546K | Buy |
7,998
+172
| +2% | +$11.7K | 0.03% | 245 |
|
2018
Q1 | $457K | Sell |
7,826
-72
| -0.9% | -$4.2K | 0.03% | 235 |
|
2017
Q4 | $480K | Buy |
7,898
+7,848
| +15,696% | +$477K | 0.03% | 235 |
|
2017
Q3 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 514 |
|