Concourse Financial Group Securities’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-1,017
| Closed | -$75.2K | – | 7452 |
|
2024
Q4 | $75.2K | Sell |
1,017
-123
| -11% | -$9.09K | ﹤0.01% | 1036 |
|
2024
Q3 | $89K | Sell |
1,140
-781
| -41% | -$61K | 0.01% | 972 |
|
2024
Q2 | $137K | Buy |
1,921
+628
| +49% | +$44.8K | 0.01% | 826 |
|
2024
Q1 | $105K | Buy |
1,293
+376
| +41% | +$30.5K | 0.01% | 896 |
|
2023
Q4 | $67.1K | Sell |
917
-1,034
| -53% | -$75.6K | ﹤0.01% | 1029 |
|
2023
Q3 | $129K | Buy |
1,951
+13
| +0.7% | +$859 | 0.01% | 763 |
|
2023
Q2 | $144K | Buy |
1,938
+48
| +3% | +$3.56K | 0.01% | 748 |
|
2023
Q1 | $146K | Buy |
1,890
+792
| +72% | +$61.2K | 0.01% | 744 |
|
2022
Q4 | $83.9K | Buy |
1,098
+20
| +2% | +$1.53K | 0.01% | 887 |
|
2022
Q3 | $76K | Buy |
1,078
+78
| +8% | +$5.5K | 0.01% | 817 |
|
2022
Q2 | $85K | Sell |
1,000
-74
| -7% | -$6.29K | 0.01% | 874 |
|
2022
Q1 | $88K | Sell |
1,074
-8,937
| -89% | -$732K | 0.01% | 918 |
|
2021
Q4 | $786K | Sell |
10,011
-6
| -0.1% | -$471 | 0.04% | 385 |
|
2021
Q3 | $791K | Buy |
10,017
+17
| +0.2% | +$1.34K | 0.05% | 371 |
|
2021
Q2 | $777K | Buy |
10,000
+228
| +2% | +$17.7K | 0.05% | 357 |
|
2021
Q1 | $773K | Buy |
9,772
+301
| +3% | +$23.8K | 0.05% | 328 |
|
2020
Q4 | $703K | Sell |
9,471
-811
| -8% | -$60.2K | 0.05% | 317 |
|
2020
Q3 | $640K | Sell |
10,282
-2,051
| -17% | -$128K | 0.06% | 282 |
|
2020
Q2 | $674K | Buy |
12,333
+397
| +3% | +$21.7K | 0.07% | 241 |
|
2020
Q1 | $545K | Sell |
11,936
-4,898
| -29% | -$224K | 0.06% | 235 |
|
2019
Q4 | $1.44M | Buy |
16,834
+14,807
| +730% | +$1.27M | 0.14% | 128 |
|
2019
Q3 | $161K | Sell |
2,027
-14,161
| -87% | -$1.12M | 0.04% | 334 |
|
2019
Q2 | $1.15M | Sell |
16,188
-169
| -1% | -$12K | 0.12% | 145 |
|
2019
Q1 | $1.09M | Buy |
16,357
+773
| +5% | +$51.6K | 0.11% | 157 |
|
2018
Q4 | $976K | Buy |
15,584
+7,408
| +91% | +$464K | 0.12% | 153 |
|
2018
Q3 | $599K | Buy |
+8,176
| New | +$599K | 0.17% | 130 |
|