HBK Sorce 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 | $995K | Sell |
13,131
-2,655
| -17% | -$201K | 0.03% | 225 |
|
|
2025
Q1 | $1.18M | Sell |
15,786
-1,752
| -10% | -$131K | 0.03% | 191 |
|
|
2024
Q4 | $1.34M | Sell |
17,538
-3,283
| -16% | -$251K | 0.04% | 176 |
|
|
2024
Q3 | $1.63M | Sell |
20,821
-2,110
| -9% | -$165K | 0.05% | 160 |
|
|
2024
Q2 | $1.64M | Sell |
22,931
-1,378
| -6% | -$98.4K | 0.06% | 154 |
|
|
2024
Q1 | $1.97M | Sell |
24,309
-2,491
| -9% | -$202K | 0.07% | 146 |
|
|
2023
Q4 | $1.96M | Buy |
26,800
+1,836
| +7% | +$134K | 0.08% | 143 |
|
|
2023
Q3 | $1.65M | Buy |
24,964
+77
| +0.3% | +$5.09K | 0.07% | 146 |
|
|
2023
Q2 | $1.85M | Sell |
24,887
-3,709
| -13% | -$275K | 0.08% | 145 |
|
|
2023
Q1 | $2.21M | Sell |
28,596
-26,062
| -48% | -$2.01M | 0.1% | 130 |
|
|
2022
Q4 | $4.18M | Buy |
54,658
+18,877
| +53% | +$1.44M | 0.11% | 122 |
|
|
2022
Q3 | $2.53M | Buy |
35,781
+1,457
| +4% | +$103K | 0.17% | 94 |
|
|
2022
Q2 | $2.91M | Buy |
34,324
+1,720
| +5% | +$146K | 0.21% | 68 |
|
|
2022
Q1 | $2.66M | Buy |
32,604
+7,901
| +32% | +$645K | 0.15% | 103 |
|
|
2021
Q4 | $1.94M | Buy |
24,703
+614
| +3% | +$48.2K | 0.1% | 142 |
|
|
2021
Q3 | $1.89M | Buy |
24,089
+8,145
| +51% | +$639K | 0.1% | 136 |
|
|
2021
Q2 | $1.24M | Sell |
15,944
-726
| -4% | -$56.5K | 0.07% | 180 |
|
|
2021
Q1 | $1.31M | Sell |
16,670
-2,091
| -11% | -$165K | 0.08% | 169 |
|
|
2020
Q4 | $1.39M | Buy |
18,761
+12
| +0.1% | +$891 | 0.09% | 155 |
|
|
2020
Q3 | $1.17M | Buy |
18,749
+5,811
| +45% | +$362K | 0.08% | 155 |
|
|
2020
Q2 | $707K | Buy |
12,938
+5,567
| +76% | +$304K | 0.05% | 206 |
|
|
2020
Q1 | $336K | Sell |
7,371
-3,566
| -33% | -$163K | 0.03% | 282 |
|
|
2019
Q4 | $935K | Buy |
10,937
+1,250
| +13% | +$107K | 0.08% | 177 |
|
|
2019
Q3 | $769K | Buy |
9,687
+45
| +0.5% | +$3.57K | 0.07% | 193 |
|
|
2019
Q2 | $682K | Sell |
9,642
-69
| -0.7% | -$4.88K | 0.07% | 206 |
|
|
2019
Q1 | $648K | Buy |
9,711
+69
| +0.7% | +$4.6K | 0.06% | 211 |
|
|
2018
Q4 | $604K | Buy |
9,642
+1,184
| +14% | +$74.2K | 0.07% | 198 |
|
|
2018
Q3 | $620K | Sell |
8,458
-256
| -3% | -$18.8K | 0.07% | 191 |
|
|
2018
Q2 | $595K | Sell |
8,714
-260
| -3% | -$17.8K | 0.07% | 202 |
|
|
2018
Q1 | $538K | Buy |
8,974
+130
| +1% | +$7.79K | 0.07% | 200 |
|
|
2017
Q4 | $537K | Sell |
8,844
-7
| -0.1% | -$425 | 0.06% | 210 |
|
|
2017
Q3 | $477K | Buy |
8,851
+2,221
| +33% | +$120K | 0.07% | 176 |
|
|
2017
Q2 | $334K | Hold |
6,630
| – | – | 0.05% | 220 |
|
|
2017
Q1 | $344K | Sell |
6,630
-4
| -0.1% | -$208 | 0.06% | 111 |
|
|
2016
Q4 | $367K | Sell |
6,634
-5
| -0.1% | -$277 | 0.07% | 195 |
|
|
2016
Q3 | $325K | Sell |
6,639
-84
| -1% | -$4.11K | 0.06% | 200 |
|
|
2016
Q2 | $341K | Sell |
6,723
-295
| -4% | -$15K | 0.07% | 191 |
|
|
2016
Q1 | $328K | Buy |
7,018
+447
| +7% | +$20.9K | 0.08% | 173 |
|
|
2015
Q4 | $269K | Buy |
6,571
+32
| +0.5% | +$1.31K | 0.07% | 174 |
|
|
2015
Q3 | $255K | Sell |
6,539
-1,747
| -21% | -$68.1K | 0.08% | 163 |
|
|
2015
Q2 | $299K | Hold |
8,286
| – | – | 0.1% | 136 |
|
|
2015
Q1 | $313K | Buy |
8,286
+2,141
| +35% | +$80.9K | 0.11% | 108 |
|
|
2014
Q4 | $244K | Buy |
+6,145
| New | +$244K | 0.08% | 163 |
|
|
2014
Q3 | – | Sell |
-5,415
| Closed | -$203K | – | 198 |
|
|
2014
Q2 | $203K | Buy |
+5,415
| New | +$203K | 0.07% | 186 |
|