Equitable 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 | $3.42M | Sell |
45,138
-1,171
| -3% | -$88.7K | 0.17% | 106 |
|
|
2025
Q1 | $3.48M | Buy |
46,309
+5,737
| +14% | +$431K | 0.19% | 98 |
|
|
2024
Q4 | $3.1M | Buy |
40,572
+6,208
| +18% | +$475K | 0.17% | 114 |
|
|
2024
Q3 | $2.68M | Sell |
34,364
-1,045
| -3% | -$81.6K | 0.17% | 125 |
|
|
2024
Q2 | $2.53M | Buy |
35,409
+1,405
| +4% | +$100K | 0.17% | 117 |
|
|
2024
Q1 | $2.76M | Buy |
34,004
+3,027
| +10% | +$246K | 0.19% | 103 |
|
|
2023
Q4 | $2.27M | Sell |
30,977
-3,725
| -11% | -$272K | 0.17% | 113 |
|
|
2023
Q3 | $2.29M | Sell |
34,702
-143,104
| -80% | -$9.45M | 0.19% | 101 |
|
|
2023
Q2 | $13.2M | Sell |
177,806
-2,084
| -1% | -$155K | 1.01% | 24 |
|
|
2023
Q1 | $13.9M | Sell |
179,890
-26,890
| -13% | -$2.08M | 1.09% | 22 |
|
|
2022
Q4 | $15.8M | Sell |
206,780
-35,870
| -15% | -$2.74M | 1.25% | 20 |
|
|
2022
Q3 | $17.2M | Sell |
242,650
-961
| -0.4% | -$68K | 1.43% | 18 |
|
|
2022
Q2 | $20.6M | Buy |
243,611
+9,737
| +4% | +$825K | 1.54% | 18 |
|
|
2022
Q1 | $19.1M | Buy |
233,874
+4,938
| +2% | +$403K | 1.23% | 25 |
|
|
2021
Q4 | $18M | Buy |
228,936
+50,488
| +28% | +$3.97M | 1.11% | 24 |
|
|
2021
Q3 | $14M | Buy |
178,448
+162,812
| +1,041% | +$12.8M | 0.89% | 30 |
|
|
2021
Q2 | $1.22M | Sell |
15,636
-1,107
| -7% | -$86K | 0.08% | 175 |
|
|
2021
Q1 | $1.32M | Sell |
16,743
-280
| -2% | -$22K | 0.1% | 157 |
|
|
2020
Q4 | $1.26M | Sell |
17,023
-542
| -3% | -$40.2K | 0.09% | 160 |
|
|
2020
Q3 | $1.09M | Buy |
17,565
+3,484
| +25% | +$217K | 0.09% | 157 |
|
|
2020
Q2 | $770K | Sell |
14,081
-997
| -7% | -$54.5K | 0.07% | 180 |
|
|
2020
Q1 | $688K | Buy |
15,078
+8,274
| +122% | +$378K | 0.08% | 181 |
|
|
2019
Q4 | $582K | Buy |
6,804
+300
| +5% | +$25.7K | 0.06% | 187 |
|
|
2019
Q3 | $516K | Buy |
6,504
+680
| +12% | +$53.9K | 0.05% | 195 |
|
|
2019
Q2 | $412K | Hold |
5,824
| – | – | 0.04% | 209 |
|
|
2019
Q1 | $389K | Hold |
5,824
| – | – | 0.04% | 213 |
|
|
2018
Q4 | $365K | Sell |
5,824
-47
| -0.8% | -$2.95K | 0.05% | 206 |
|
|
2018
Q3 | $430K | Buy |
5,871
+453
| +8% | +$33.2K | 0.05% | 218 |
|
|
2018
Q2 | $370K | Buy |
+5,418
| New | +$370K | 0.05% | 218 |
|