Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$564K Buy
6,750
+8
+0.1% +$606 0.02% 245
2026
Q1
$481K Sell
6,742
-346
-5% -$28.6K 0.02% 259
2025
Q4
$522K Sell
7,088
-250
-3% -$19K 0.02% 257
2025
Q3
$604K Sell
7,338
-62
-0.8% -$4.96K 0.02% 249
2025
Q2
$560K Sell
7,400
-200
-3% -$14.5K 0.02% 257
2025
Q1
$570K Sell
7,600
-900
-11% -$66K 0.02% 263
2024
Q4
$650K Hold
8,500
0.03% 266
2024
Q3
$664K Hold
8,500
0.03% 265
2024
Q2
$607K Hold
8,500
0.02% 261
2024
Q1
$690K Sell
8,500
-425
-5% -$33.5K 0.05% 160
2023
Q4
$653K Sell
8,925
-275
-3% -$19K 0.05% 160
2023
Q3
$608K Sell
9,200
-20
-0.2% -$1.44K 0.05% 158
2023
Q2
$684K Sell
9,220
-1,348
-13% -$99.7K 0.06% 155
2023
Q1
$816K Sell
10,568
-1,453
-12% -$112K 0.07% 155
2022
Q4
$919K Sell
12,021
-2,514
-17% -$203K 0.08% 154
2022
Q3
$1.03M Sell
14,535
-33
-0.2% -$2.75K 0.1% 157
2022
Q2
$1.23M Sell
14,568
-770
-5% -$64.5K 0.12% 157
2022
Q1
$1.25M Sell
15,338
-275
-2% -$22.2K 0.1% 159
2021
Q4
$1.23M Buy
15,613
+120
+0.8% +$9.24K 0.09% 166
2021
Q3
$1.22M Buy
15,493
+275
+2% +$21K 0.08% 165
2021
Q2
$1.18M Buy
15,218
+675
+5% +$54.5K 0.08% 165
2021
Q1
$1.15M Sell
14,543
-205
-1% -$15.9K 0.08% 166
2020
Q4
$1.09M Sell
14,748
-1,200
-8% -$82.5K 0.08% 160
2020
Q3
$993K Sell
15,948
-660
-4% -$38.4K 0.08% 163
2020
Q2
$907K Sell
16,608
-2,525
-13% -$133K 0.08% 161
2020
Q1
$873K Sell
19,133
-352
-2% -$24.4K 0.11% 160
2019
Q4
$1.67M Sell
19,485
-868
-4% -$70.3K 0.17% 140
2019
Q3
$1.62M Sell
20,353
-3,155
-13% -$232K 0.17% 140
2019
Q2
$1.66M Sell
23,508
-283
-1% -$20.1K 0.26% 114
2019
Q1
$1.59M Sell
23,791
-26
-0.1% -$1.69K 0.26% 111
2018
Q4
$1.49M Sell
23,817
-750
-3% -$50.6K 0.29% 107
2018
Q3
$1.8M Sell
24,567
-140
-0.6% -$10.1K 0.3% 102
2018
Q2
$1.69M Sell
24,707
-425
-2% -$27.1K 0.29% 102
2018
Q1
$1.51M Sell
25,132
-6,415
-20% -$388K 0.25% 106
2017
Q4
$1.92M Sell
31,547
-4,100
-12% -$232K 0.33% 91
2017
Q3
$1.92M Buy
35,647
+25
+0.1% +$1.3K 0.33% 91
2017
Q2
$1.79M Sell
35,622
-2,905
-8% -$155K 0.5% 72
2017
Q1
$2M Buy
38,527
+15
+0% +$795 0.56% 62
2016
Q4
$2.13M Sell
38,512
-850
-2% -$44.1K 0.63% 58
2016
Q3
$1.93M Sell
39,362
-108
-0.3% -$5.55K 0.62% 59
2016
Q2
$2M Sell
39,470
-9,890
-20% -$478K 0.66% 59
2016
Q1
$2.31M Sell
49,360
-1,875
-4% -$80.9K 0.82% 44
2015
Q4
$2.1M Sell
51,235
-1,660
-3% -$68.1K 0.74% 47
2015
Q3
$2.06M Sell
52,895
-8,978
-15% -$343K 0.74% 50
2015
Q2
$2.23M Sell
61,873
-875
-1% -$32.7K 0.7% 53
2015
Q1
$2.37M Sell
62,748
-19,138
-23% -$754K 0.73% 46
2014
Q4
$3.25M Sell
81,886
-9,011
-10% -$349K 1.02% 28
2014
Q3
$3.45M Sell
90,897
-202
-0.2% -$7.54K 1.1% 22
2014
Q2
$3.41M Buy
91,099
+710
+0.8% +$26.1K 1.06% 26
2014
Q1
$3.27M Sell
90,389
-2,163
-2% -$77.7K 1.05% 26
2013
Q4
$3.34M Sell
92,552
-6,835
-7% -$231K 1.1% 23
2013
Q3
$3.16M Sell
99,387
-1,685
-2% -$56.5K 1.07% 22
2013
Q2
$3.45M Buy
+101,072
New +$3.48M 1.23% 18

Other funds holding SYY