Curi RMB Capital’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 |
-50,148
| Closed | -$3.83M | – | 542 |
|
|
2024
Q4 | $3.83M | Sell |
50,148
-85,369
| -63% | -$6.53M | 0.09% | 212 |
|
|
2024
Q3 | $10.6M | Sell |
135,517
-11,945
| -8% | -$932K | 0.24% | 125 |
|
|
2024
Q2 | $10.5M | Buy |
147,462
+16,430
| +13% | +$1.17M | 0.25% | 121 |
|
|
2024
Q1 | $10.6M | Buy |
+131,032
| New | +$10.6M | 0.24% | 123 |
|
|
2023
Q1 | – | Sell |
-2,862
| Closed | -$219K | – | 505 |
|
|
2022
Q4 | $219K | Buy |
+2,862
| New | +$219K | 0.01% | 448 |
|
|
2020
Q1 | – | Sell |
-2,668
| Closed | -$228K | – | 752 |
|
|
2019
Q4 | $228K | Hold |
2,668
| – | – | 0.01% | 595 |
|
|
2019
Q3 | $212K | Buy |
+2,668
| New | +$212K | 0.01% | 629 |
|