Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-2,773
Closed -$228K 492
2025
Q3
$228K Sell
2,773
-114
-4% -$9.12K 0.01% 434
2025
Q2
$219K Hold
2,887
0.01% 417
2025
Q1
$217K Buy
2,887
+14
+0.5% +$1.03K 0.01% 402
2024
Q4
$220K Sell
2,873
-68
-2% -$5.21K 0.01% 393
2024
Q3
$230K Hold
2,941
0.01% 401
2024
Q2
$210K Hold
2,941
0.01% 389
2024
Q1
$239K Hold
2,941
0.01% 386
2023
Q4
$215K Sell
2,941
-600
-17% -$41.4K 0.01% 391
2023
Q3
$234K Hold
3,541
0.01% 380
2023
Q2
$263K Hold
3,541
0.01% 369
2023
Q1
$273K Hold
3,541
0.01% 357
2022
Q4
$271K Hold
3,541
0.01% 360
2022
Q3
$250K Hold
3,541
0.01% 357
2022
Q2
$300K Sell
3,541
-384
-10% -$32.2K 0.02% 345
2022
Q1
$320K Sell
3,925
-350
-8% -$28.3K 0.01% 360
2021
Q4
$336K Buy
4,275
+925
+28% +$71.2K 0.02% 362
2021
Q3
$263K Hold
3,350
0.01% 394
2021
Q2
$260K Sell
3,350
-732
-18% -$59.1K 0.01% 403
2021
Q1
$321K Buy
4,082
+30
+0.7% +$2.33K 0.02% 356
2020
Q4
$301K Sell
4,052
-12
-0.3% -$825 0.02% 346
2020
Q3
$253K Buy
+4,064
New +$236K 0.02% 321
2020
Q1
Sell
-3,419
Closed -$292K 441
2019
Q4
$292K Hold
3,419
0.02% 330
2019
Q3
$271K Sell
3,419
-976
-22% -$71.6K 0.01% 357
2019
Q2
$311K Hold
4,395
0.02% 343
2019
Q1
$293K Hold
4,395
0.01% 344
2018
Q4
$275K Hold
4,395
0.01% 349
2018
Q3
$322K Sell
4,395
-200
-4% -$14.4K 0.01% 349
2018
Q2
$314K Hold
4,595
0.01% 327
2018
Q1
$276K Hold
4,595
0.01% 334
2017
Q4
$279K Buy
+4,595
New +$260K 0.01% 331
2017
Q3
Sell
-4,595
Closed -$231K 376
2017
Q2
$231K Hold
4,595
0.01% 319
2017
Q1
$239K Hold
4,595
0.01% 348
2016
Q4
$254K Hold
4,595
0.01% 341
2016
Q3
$225K Hold
4,595
0.01% 358
2016
Q2
$233K Sell
4,595
-400
-8% -$19.4K 0.01% 364
2016
Q1
$233K Sell
4,995
-191
-4% -$8.24K 0.01% 313
2015
Q4
$212K Sell
5,186
-609
-11% -$25K 0.01% 334
2015
Q3
$225K Sell
5,795
-100
-2% -$3.82K 0.01% 314
2015
Q2
$212K Sell
5,895
-563
-9% -$21.1K 0.01% 333
2015
Q1
$243K Sell
6,458
-14
-0.2% -$552 0.01% 322
2014
Q4
$256K Buy
6,472
+266
+4% +$10.3K 0.01% 315
2014
Q3
$235K Sell
6,206
-308
-5% -$11.5K 0.01% 331
2014
Q2
$243K Hold
6,514
0.01% 329
2014
Q1
$235K Hold
6,514
0.01% 325
2013
Q4
$235K Buy
6,514
+94
+1% +$3.18K 0.01% 306
2013
Q3
$204K Sell
6,420
-200
-3% -$6.71K 0.01% 314
2013
Q2
$226K Buy
+6,620
New +$228K 0.01% 312

Other funds holding SYY