Chicago Partners Investment 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 | $717K | Sell |
8,884
-14
| -0.2% | -$1.13K | 0.02% | 475 |
|
|
2025
Q1 | $627K | Buy |
8,898
+143
| +2% | +$10.1K | 0.02% | 460 |
|
|
2024
Q4 | $655K | Buy |
8,755
+122
| +1% | +$9.13K | 0.02% | 437 |
|
|
2024
Q3 | $644K | Buy |
8,633
+310
| +4% | +$23.1K | 0.02% | 428 |
|
|
2024
Q2 | $636K | Buy |
8,323
+1,160
| +16% | +$88.7K | 0.02% | 413 |
|
|
2024
Q1 | $551K | Buy |
7,163
+13
| +0.2% | +$1K | 0.02% | 420 |
|
|
2023
Q4 | $536K | Buy |
7,150
+124
| +2% | +$9.3K | 0.02% | 410 |
|
|
2023
Q3 | $457K | Sell |
7,026
-76
| -1% | -$4.94K | 0.02% | 427 |
|
|
2023
Q2 | $537K | Sell |
7,102
-334
| -4% | -$25.3K | 0.03% | 401 |
|
|
2023
Q1 | $561K | Sell |
7,436
-274
| -4% | -$20.7K | 0.03% | 362 |
|
|
2022
Q4 | $596K | Sell |
7,710
-34
| -0.4% | -$2.63K | 0.04% | 333 |
|
|
2022
Q3 | $644K | Sell |
7,744
-82
| -1% | -$6.82K | 0.05% | 293 |
|
|
2022
Q2 | $664K | Buy |
7,826
+197
| +3% | +$16.7K | 0.05% | 289 |
|
|
2022
Q1 | $616K | Buy |
7,629
+193
| +3% | +$15.6K | 0.05% | 278 |
|
|
2021
Q4 | $610K | Sell |
7,436
-9
| -0.1% | -$738 | 0.04% | 300 |
|
|
2021
Q3 | $578K | Sell |
7,445
-264
| -3% | -$20.5K | 0.04% | 309 |
|
|
2021
Q2 | $565K | Buy |
7,709
+132
| +2% | +$9.67K | 0.04% | 308 |
|
|
2021
Q1 | $623K | Buy |
7,577
+143
| +2% | +$11.8K | 0.05% | 271 |
|
|
2020
Q4 | $559K | Buy |
7,434
+57
| +0.8% | +$4.29K | 0.05% | 252 |
|
|
2020
Q3 | $444K | Buy |
7,377
+5
| +0.1% | +$301 | 0.05% | 257 |
|
|
2020
Q2 | $398K | Buy |
7,372
+663
| +10% | +$35.8K | 0.05% | 243 |
|
|
2020
Q1 | $338K | Buy |
6,709
+213
| +3% | +$10.7K | 0.05% | 231 |
|
|
2019
Q4 | $537K | Buy |
6,496
+14
| +0.2% | +$1.16K | 0.07% | 208 |
|
|
2019
Q3 | $512K | Buy |
6,482
+126
| +2% | +$9.95K | 0.07% | 198 |
|
|
2019
Q2 | $447K | Buy |
6,356
+99
| +2% | +$6.96K | 0.06% | 200 |
|
|
2019
Q1 | $444K | Buy |
6,257
+50
| +0.8% | +$3.55K | 0.07% | 195 |
|
|
2018
Q4 | $393K | Buy |
6,207
+307
| +5% | +$19.4K | 0.06% | 223 |
|
|
2018
Q3 | $415K | Hold |
5,900
| – | – | 0.06% | 208 |
|
|
2018
Q2 | $403K | Hold |
5,900
| – | – | 0.06% | 199 |
|
|
2018
Q1 | $354K | Hold |
5,900
| – | – | 0.06% | 196 |
|
|
2017
Q4 | $358K | Hold |
5,900
| – | – | 0.06% | 201 |
|
|
2017
Q3 | $318K | Buy |
5,900
+5,100
| +638% | +$275K | 0.05% | 210 |
|
|
2017
Q2 | $44K | Sell |
800
-5,100
| -86% | -$281K | 0.01% | 406 |
|
|
2017
Q1 | $306K | Sell |
5,900
-4,500
| -43% | -$233K | 0.09% | 145 |
|
|
2016
Q4 | $576K | Hold |
10,400
| – | – | 0.21% | 88 |
|
|
2016
Q3 | $510K | Buy |
+10,400
| New | +$510K | 0.2% | 92 |
|
|
2016
Q1 | – | Sell |
-3,004
| Closed | -$123K | – | 478 |
|
|
2015
Q4 | $123K | Buy |
+3,004
| New | +$123K | 0.06% | 206 |
|