Global Financial Private Client’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-906
| Closed | -$68K | – | 1427 |
|
|
2025
Q1 | $68K | Buy |
906
+35
| +4% | +$2.63K | 0.03% | 303 |
|
|
2024
Q4 | $66.6K | Buy |
871
+14
| +2% | +$1.07K | 0.03% | 301 |
|
|
2024
Q3 | $66.9K | Buy |
857
+38
| +5% | +$2.97K | 0.03% | 300 |
|
|
2024
Q2 | $58.5K | Hold |
819
| – | – | 0.02% | 285 |
|
|
2024
Q1 | $66K | Hold |
819
| – | – | 0.03% | 280 |
|
|
2023
Q4 | $59.9K | Hold |
819
| – | – | 0.03% | 282 |
|
|
2023
Q3 | $53.4K | Hold |
819
| – | – | 0.03% | 278 |
|
|
2023
Q2 | $61.7K | Hold |
819
| – | – | 0.03% | 271 |
|
|
2023
Q1 | $64K | Hold |
819
| – | – | 0.03% | 257 |
|
|
2022
Q4 | $62.6K | Hold |
819
| – | – | 0.04% | 249 |
|
|
2022
Q3 | $59K | Hold |
819
| – | – | 0.03% | 255 |
|
|
2022
Q2 | $70.7K | Hold |
819
| – | – | 0.04% | 227 |
|
|
2022
Q1 | $67.5K | Hold |
819
| – | – | 0.03% | 241 |
|
|
2021
Q4 | $64.3K | Hold |
819
| – | – | 0.03% | 251 |
|
|
2021
Q3 | $66.2K | Hold |
819
| – | – | 0.03% | 225 |
|
|
2021
Q2 | $62.9K | Hold |
819
| – | – | 0.04% | 222 |
|
|
2021
Q1 | $63.9K | Hold |
819
| – | – | 0.05% | 189 |
|
|
2020
Q4 | $60.8K | Hold |
819
| – | – | 0.05% | 178 |
|
|
2020
Q3 | $51.3K | Hold |
819
| – | – | 0.04% | 187 |
|
|
2020
Q2 | $44K | Hold |
819
| – | – | 0.04% | 226 |
|
|
2020
Q1 | $34.3K | Sell |
819
-641
| -44% | -$26.8K | 0.04% | 249 |
|
|
2019
Q4 | $125K | Buy |
+1,460
| New | +$125K | 0.1% | 148 |
|