Clearstead Trust’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $324K | Buy |
4,284
+186
| +5% | +$14.1K | 0.06% | 134 |
|
|
2025
Q1 | $308K | Buy |
4,098
+66
| +2% | +$4.95K | 0.07% | 125 |
|
|
2024
Q4 | $308K | Buy |
4,032
+8
| +0.2% | +$612 | 0.07% | 119 |
|
|
2024
Q3 | $314K | Buy |
4,024
+9
| +0.2% | +$702 | 0.08% | 105 |
|
|
2024
Q2 | $287K | Sell |
4,015
-42
| -1% | -$3K | 0.07% | 109 |
|
|
2024
Q1 | $329K | Sell |
4,057
-1,278
| -24% | -$104K | 0.09% | 103 |
|
|
2023
Q4 | $390K | Buy |
5,335
+18
| +0.3% | +$1.32K | 0.11% | 107 |
|
|
2023
Q3 | $351K | Sell |
5,317
-984
| -16% | -$65K | 0.12% | 86 |
|
|
2023
Q2 | $468K | Buy |
6,301
+1,015
| +19% | +$75.3K | 0.15% | 77 |
|
|
2023
Q1 | $408K | Sell |
5,286
-1,056
| -17% | -$81.6K | 0.13% | 85 |
|
|
2022
Q4 | $485K | Buy |
6,342
+1,014
| +19% | +$77.5K | 0.16% | 77 |
|
|
2022
Q3 | $377K | Buy |
+5,328
| New | +$377K | 0.13% | 86 |
|