IFP Advisors’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.68M | Buy |
33,948
+237
| +0.7% | +$18.7K | 0.08% | 288 |
|
2025
Q1 | $2.53M | Buy |
33,711
+6,468
| +24% | +$486K | 0.08% | 301 |
|
2024
Q4 | $2.08M | Buy |
27,243
+24,586
| +925% | +$1.88M | 0.07% | 328 |
|
2024
Q3 | $207K | Sell |
2,657
-2,003
| -43% | -$156K | 0.01% | 1066 |
|
2024
Q2 | $333K | Sell |
4,660
-2,192
| -32% | -$156K | 0.01% | 798 |
|
2024
Q1 | $556K | Sell |
6,852
-103
| -1% | -$8.36K | 0.02% | 575 |
|
2023
Q4 | $508K | Sell |
6,955
-323
| -4% | -$23.6K | 0.02% | 578 |
|
2023
Q3 | $481K | Buy |
7,278
+1,831
| +34% | +$121K | 0.02% | 604 |
|
2023
Q2 | $404K | Buy |
5,447
+3,279
| +151% | +$243K | 0.02% | 728 |
|
2023
Q1 | $142K | Sell |
2,168
-6,561
| -75% | -$429K | 0.01% | 1088 |
|
2022
Q4 | $573K | Sell |
8,729
-1,967
| -18% | -$129K | 0.02% | 835 |
|
2022
Q3 | $712K | Buy |
10,696
+715
| +7% | +$47.6K | 0.02% | 766 |
|
2022
Q2 | $668K | Hold |
9,981
| – | – | 0.02% | 718 |
|
2022
Q1 | $668K | Buy |
9,981
+6,935
| +228% | +$464K | 0.02% | 718 |
|
2021
Q4 | $241K | Buy |
3,046
+164
| +6% | +$13K | ﹤0.01% | 854 |
|
2021
Q3 | $228K | Sell |
2,882
-150
| -5% | -$11.9K | ﹤0.01% | 868 |
|
2021
Q2 | $237K | Sell |
3,032
-535
| -15% | -$41.8K | ﹤0.01% | 824 |
|
2021
Q1 | $280K | Sell |
3,567
-45
| -1% | -$3.53K | 0.01% | 699 |
|
2020
Q4 | $268K | Sell |
3,612
-280
| -7% | -$20.8K | 0.01% | 699 |
|
2020
Q3 | $239K | Buy |
3,892
+345
| +10% | +$21.2K | 0.01% | 643 |
|
2020
Q2 | $193K | Buy |
3,547
+541
| +18% | +$29.4K | 0.02% | 683 |
|
2020
Q1 | $160K | Buy |
3,006
+190
| +7% | +$10.1K | 0.02% | 650 |
|
2019
Q4 | $238K | Sell |
2,816
-1,247
| -31% | -$105K | 0.02% | 613 |
|
2019
Q3 | $319K | Buy |
+4,063
| New | +$319K | 0.02% | 613 |
|
2019
Q1 | $200K | Sell |
2,967
-9,407
| -76% | -$634K | 0.03% | 473 |
|
2018
Q4 | $771K | Sell |
12,374
-5,297
| -30% | -$330K | 0.05% | 415 |
|
2018
Q3 | $1.29M | Buy |
17,671
+1,456
| +9% | +$107K | 0.05% | 362 |
|
2018
Q2 | $1.11M | Buy |
16,215
+652
| +4% | +$44.5K | 0.05% | 392 |
|
2018
Q1 | $945K | Hold |
15,563
| – | – | 0.04% | 408 |
|
2017
Q4 | $945K | Sell |
15,563
-25,279
| -62% | -$1.53M | 0.04% | 407 |
|
2017
Q3 | $2.2M | Buy |
40,842
+404
| +1% | +$21.8K | 0.09% | 247 |
|
2017
Q2 | $2.04M | Sell |
40,438
-2,404
| -6% | -$121K | 0.09% | 263 |
|
2017
Q1 | $2.22M | Buy |
42,842
+1,337
| +3% | +$69.4K | 0.1% | 230 |
|
2016
Q4 | $2.3M | Buy |
41,505
+5,550
| +15% | +$307K | 0.11% | 202 |
|
2016
Q3 | $1.76M | Sell |
35,955
-696
| -2% | -$34.1K | 0.09% | 245 |
|
2016
Q2 | $1.86M | Buy |
36,651
+33,684
| +1,135% | +$1.71M | 0.1% | 222 |
|
2016
Q1 | $200K | Sell |
2,967
-30,271
| -91% | -$2.04M | 0.03% | 473 |
|
2015
Q4 | $1.36M | Buy |
+33,238
| New | +$1.36M | 0.09% | 239 |
|