Coldstream Capital Management’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $546K | Sell |
7,211
-1,331
| -16% | -$101K | 0.01% | 621 |
|
|
2025
Q1 | $641K | Sell |
8,542
-1,662
| -16% | -$125K | 0.01% | 501 |
|
|
2024
Q4 | $780K | Buy |
10,204
+108
| +1% | +$8.26K | 0.02% | 434 |
|
|
2024
Q3 | $785K | Buy |
10,096
+2,249
| +29% | +$175K | 0.02% | 449 |
|
|
2024
Q2 | $560K | Buy |
7,847
+230
| +3% | +$16.4K | 0.01% | 509 |
|
|
2024
Q1 | $618K | Sell |
7,617
-143
| -2% | -$11.6K | 0.02% | 475 |
|
|
2023
Q4 | $567K | Buy |
7,760
+37
| +0.5% | +$2.71K | 0.02% | 454 |
|
|
2023
Q3 | $510K | Buy |
7,723
+178
| +2% | +$11.8K | 0.02% | 414 |
|
|
2023
Q2 | $560K | Sell |
7,545
-41
| -0.5% | -$3.04K | 0.02% | 408 |
|
|
2023
Q1 | $586K | Buy |
7,586
+167
| +2% | +$12.9K | 0.02% | 382 |
|
|
2022
Q4 | $567K | Buy |
+7,419
| New | +$567K | 0.02% | 393 |
|
|
2022
Q2 | $701K | Buy |
8,278
+899
| +12% | +$76.1K | 0.03% | 302 |
|
|
2022
Q1 | $602K | Buy |
7,379
+345
| +5% | +$28.1K | 0.02% | 321 |
|
|
2021
Q4 | $553K | Buy |
7,034
+2,644
| +60% | +$208K | 0.02% | 395 |
|
|
2021
Q3 | $273K | Sell |
4,390
-253
| -5% | -$15.7K | 0.01% | 328 |
|
|
2021
Q2 | $361K | Sell |
4,643
-14
| -0.3% | -$1.09K | 0.01% | 335 |
|
|
2021
Q1 | $367K | Buy |
4,657
+105
| +2% | +$8.28K | 0.02% | 275 |
|
|
2020
Q4 | $338K | Buy |
+4,552
| New | +$338K | 0.02% | 262 |
|
|
2019
Q1 | – | Sell |
-40,121
| Closed | -$2.51M | – | 354 |
|
|
2018
Q4 | $2.51M | Buy |
40,121
+1,481
| +4% | +$92.8K | 0.24% | 82 |
|
|
2018
Q3 | $2.83M | Buy |
38,640
+2,188
| +6% | +$160K | 0.26% | 70 |
|
|
2018
Q2 | $2.49M | Buy |
36,452
+1,114
| +3% | +$76.1K | 0.25% | 77 |
|
|
2018
Q1 | $2.12M | Sell |
35,338
-9,213
| -21% | -$552K | 0.23% | 82 |
|
|
2017
Q4 | $2.71M | Buy |
44,551
+1,937
| +5% | +$118K | 0.29% | 72 |
|
|
2017
Q3 | $2.3M | Buy |
42,614
+2,016
| +5% | +$109K | 0.27% | 83 |
|
|
2017
Q2 | $2.04M | Buy |
40,598
+2,626
| +7% | +$132K | 0.26% | 81 |
|
|
2017
Q1 | $1.97M | Buy |
37,972
+456
| +1% | +$23.7K | 0.27% | 77 |
|
|
2016
Q4 | $2.08M | Buy |
37,516
+2,396
| +7% | +$133K | 0.34% | 58 |
|
|
2016
Q3 | $1.72M | Buy |
+35,120
| New | +$1.72M | 0.31% | 71 |
|