Gladstone Institutional Advisory’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $305K | Sell |
4,028
-93
| -2% | -$7.04K | 0.01% | 606 |
|
|
2025
Q1 | $309K | Sell |
4,121
-252
| -6% | -$18.9K | 0.01% | 582 |
|
|
2024
Q4 | $334K | Sell |
4,373
-152
| -3% | -$11.6K | 0.02% | 556 |
|
|
2024
Q3 | $353K | Sell |
4,525
-282
| -6% | -$22K | 0.02% | 531 |
|
|
2024
Q2 | $343K | Buy |
4,807
+753
| +19% | +$53.8K | 0.02% | 511 |
|
|
2024
Q1 | $329K | Sell |
4,054
-375
| -8% | -$30.4K | 0.02% | 514 |
|
|
2023
Q4 | $324K | Buy |
4,429
+425
| +11% | +$31.1K | 0.02% | 506 |
|
|
2023
Q3 | $264K | Sell |
4,004
-1,929
| -33% | -$127K | 0.02% | 514 |
|
|
2023
Q2 | $440K | Sell |
5,933
-47
| -0.8% | -$3.49K | 0.03% | 430 |
|
|
2023
Q1 | $462K | Sell |
5,980
-286
| -5% | -$22.1K | 0.03% | 423 |
|
|
2022
Q4 | $479K | Buy |
6,266
+1,286
| +26% | +$98.3K | 0.03% | 407 |
|
|
2022
Q3 | $352K | Buy |
4,980
+1,666
| +50% | +$118K | 0.03% | 461 |
|
|
2022
Q2 | $281K | Sell |
3,314
-530
| -14% | -$44.9K | 0.02% | 520 |
|
|
2022
Q1 | $314K | Buy |
+3,844
| New | +$314K | 0.02% | 535 |
|