EFS
Essex Financial Services’s Sysco SYY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $949K | Sell |
12,526
-347
| -3% | -$26.3K | 0.06% | 265 |
|
|
2025
Q1 | $966K | Sell |
12,873
-265
| -2% | -$19.9K | 0.07% | 236 |
|
|
2024
Q4 | $1M | Buy |
13,138
+46
| +0.4% | +$3.52K | 0.07% | 234 |
|
|
2024
Q3 | $979K | Sell |
13,092
-1,810
| -12% | -$135K | 0.07% | 248 |
|
|
2024
Q2 | $1.13M | Buy |
14,902
+6,330
| +74% | +$478K | 0.08% | 214 |
|
|
2024
Q1 | $696K | Buy |
8,572
+994
| +13% | +$80.7K | 0.06% | 262 |
|
|
2023
Q4 | $554K | Buy |
7,578
+244
| +3% | +$17.8K | 0.06% | 286 |
|
|
2023
Q3 | $484K | Sell |
7,334
-104
| -1% | -$6.87K | 0.06% | 281 |
|
|
2023
Q2 | $552K | Buy |
7,438
+2,818
| +61% | +$209K | 0.06% | 262 |
|
|
2023
Q1 | $357K | Sell |
4,620
-760
| -14% | -$58.7K | 0.04% | 345 |
|
|
2022
Q4 | $411K | Sell |
5,380
-1,143
| -18% | -$87.3K | 0.04% | 311 |
|
|
2022
Q3 | $461K | Sell |
6,523
-171
| -3% | -$12.1K | 0.05% | 268 |
|
|
2022
Q2 | $567K | Buy |
6,694
+628
| +10% | +$53.2K | 0.06% | 253 |
|
|
2022
Q1 | $495K | Sell |
6,066
-199
| -3% | -$16.2K | 0.05% | 293 |
|
|
2021
Q4 | $492K | Buy |
6,265
+65
| +1% | +$5.11K | 0.05% | 289 |
|
|
2021
Q3 | $487K | Buy |
6,200
+634
| +11% | +$49.8K | 0.06% | 272 |
|
|
2021
Q2 | $438K | Hold |
5,566
| – | – | 0.06% | 257 |
|
|
2021
Q1 | $438K | Buy |
5,566
+86
| +2% | +$6.77K | 0.08% | 211 |
|
|
2020
Q4 | $407K | Sell |
5,480
-180
| -3% | -$13.4K | 0.08% | 209 |
|
|
2020
Q3 | $352K | Sell |
5,660
-268
| -5% | -$16.7K | 0.09% | 204 |
|
|
2020
Q2 | $324K | Buy |
5,928
+527
| +10% | +$28.8K | 0.1% | 185 |
|
|
2020
Q1 | $246K | Sell |
5,401
-700
| -11% | -$31.9K | 0.09% | 202 |
|
|
2019
Q4 | $522K | Sell |
6,101
-154
| -2% | -$13.2K | 0.14% | 143 |
|
|
2019
Q3 | $497K | Sell |
6,255
-149
| -2% | -$11.8K | 0.16% | 139 |
|
|
2019
Q2 | $453K | Buy |
6,404
+182
| +3% | +$12.9K | 0.13% | 147 |
|
|
2019
Q1 | $415K | Sell |
6,222
-702
| -10% | -$46.8K | 0.13% | 146 |
|
|
2018
Q4 | $434K | Buy |
6,924
+2
| +0% | +$125 | 0.13% | 142 |
|
|
2018
Q3 | $507K | Buy |
6,922
+2
| +0% | +$146 | 0.11% | 158 |
|
|
2018
Q2 | $473K | Buy |
6,920
+3
| +0% | +$205 | 0.11% | 162 |
|
|
2018
Q1 | $415K | Sell |
6,917
-298
| -4% | -$17.9K | 0.08% | 222 |
|
|
2017
Q4 | $438K | Buy |
7,215
+6
| +0.1% | +$364 | 0.1% | 172 |
|
|
2017
Q3 | $389K | Sell |
7,209
-94
| -1% | -$5.07K | 0.1% | 181 |
|
|
2017
Q2 | $368K | Sell |
7,303
-1,094
| -13% | -$55.1K | 0.08% | 239 |
|
|
2017
Q1 | $436K | Buy |
8,397
+5
| +0.1% | +$260 | 0.1% | 195 |
|
|
2016
Q4 | $465K | Sell |
8,392
-2,101
| -20% | -$116K | 0.1% | 185 |
|
|
2016
Q3 | $514K | Buy |
10,493
+368
| +4% | +$18K | 0.12% | 162 |
|
|
2016
Q2 | $514K | Sell |
10,125
-515
| -5% | -$26.1K | 0.12% | 158 |
|
|
2016
Q1 | $497K | Sell |
10,640
-234
| -2% | -$10.9K | 0.12% | 164 |
|
|
2015
Q4 | $446K | Buy |
10,874
+1,014
| +10% | +$41.6K | 0.11% | 186 |
|
|
2015
Q3 | $384K | Buy |
9,860
+16
| +0.2% | +$623 | 0.1% | 206 |
|
|
2015
Q2 | $355K | Sell |
9,844
-63
| -0.6% | -$2.27K | 0.09% | 217 |
|
|
2015
Q1 | $374K | Sell |
9,907
-989
| -9% | -$37.3K | 0.1% | 208 |
|
|
2014
Q4 | $432K | Buy |
10,896
+1,871
| +21% | +$74.2K | 0.11% | 190 |
|
|
2014
Q3 | $343K | Sell |
9,025
-389
| -4% | -$14.8K | 0.1% | 208 |
|
|
2014
Q2 | $353K | Buy |
9,414
+11
| +0.1% | +$412 | 0.11% | 203 |
|
|
2014
Q1 | $340K | Sell |
9,403
-290
| -3% | -$10.5K | 0.11% | 195 |
|
|
2013
Q4 | $350K | Buy |
9,693
+1,823
| +23% | +$65.8K | 0.12% | 182 |
|
|
2013
Q3 | $250 | Buy |
7,870
+1,584
| +25% | +$50 | 0.08% | 214 |
|
|
2013
Q2 | $215K | Buy |
+6,286
| New | +$215K | 0.08% | 236 |
|