JNBA Financial 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 | $77K | Hold |
1,016
| – | – | 0.01% | 250 |
|
|
2025
Q1 | $76.2K | Hold |
1,016
| – | – | 0.01% | 242 |
|
|
2024
Q4 | $77.7K | Hold |
1,016
| – | – | 0.01% | 241 |
|
|
2024
Q3 | $79.3K | Hold |
1,016
| – | – | 0.01% | 247 |
|
|
2024
Q2 | $72.5K | Hold |
1,016
| – | – | 0.01% | 253 |
|
|
2024
Q1 | $82.5K | Hold |
1,016
| – | – | 0.01% | 251 |
|
|
2023
Q4 | $74.3K | Hold |
1,016
| – | – | 0.01% | 254 |
|
|
2023
Q3 | $67.1K | Hold |
1,016
| – | – | 0.01% | 253 |
|
|
2023
Q2 | $75.4K | Hold |
1,016
| – | – | 0.01% | 251 |
|
|
2023
Q1 | $78.5K | Hold |
1,016
| – | – | 0.01% | 251 |
|
|
2022
Q4 | $77.7K | Hold |
1,016
| – | – | 0.01% | 250 |
|
|
2022
Q3 | $72K | Hold |
1,016
| – | – | 0.01% | 246 |
|
|
2022
Q2 | $86K | Hold |
1,016
| – | – | 0.01% | 235 |
|
|
2022
Q1 | $83K | Hold |
1,016
| – | – | 0.01% | 245 |
|
|
2021
Q4 | $80K | Hold |
1,016
| – | – | 0.01% | 253 |
|
|
2021
Q3 | $80K | Hold |
1,016
| – | – | 0.01% | 246 |
|
|
2021
Q2 | $79K | Hold |
1,016
| – | – | 0.01% | 249 |
|
|
2021
Q1 | $80K | Hold |
1,016
| – | – | 0.01% | 244 |
|
|
2020
Q4 | $75K | Hold |
1,016
| – | – | 0.01% | 230 |
|
|
2020
Q3 | $63K | Hold |
1,016
| – | – | 0.01% | 224 |
|
|
2020
Q2 | $56K | Hold |
1,016
| – | – | 0.01% | 230 |
|
|
2020
Q1 | $46K | Hold |
1,016
| – | – | 0.01% | 229 |
|
|
2019
Q4 | $87K | Buy |
1,016
+20
| +2% | +$1.71K | 0.02% | 193 |
|
|
2019
Q3 | $79K | Sell |
996
-109
| -10% | -$8.65K | 0.02% | 191 |
|
|
2019
Q2 | $78K | Hold |
1,105
| – | – | 0.02% | 196 |
|
|
2019
Q1 | $74K | Buy |
1,105
+33
| +3% | +$2.21K | 0.02% | 189 |
|
|
2018
Q4 | $67K | Sell |
1,072
-9,971
| -90% | -$623K | 0.02% | 179 |
|
|
2018
Q3 | $809K | Buy |
11,043
+9,471
| +602% | +$694K | 0.36% | 61 |
|
|
2018
Q2 | $107K | Hold |
1,572
| – | – | 0.02% | 169 |
|
|
2018
Q1 | $94K | Hold |
1,572
| – | – | 0.02% | 173 |
|
|
2017
Q4 | $95K | Hold |
1,572
| – | – | 0.02% | 180 |
|
|
2017
Q3 | $85K | Hold |
1,572
| – | – | 0.02% | 175 |
|
|
2017
Q2 | $79K | Hold |
1,572
| – | – | 0.02% | 172 |
|
|
2017
Q1 | $82K | Sell |
1,572
-100
| -6% | -$5.22K | 0.02% | 169 |
|
|
2016
Q4 | $93K | Sell |
1,672
-2,189
| -57% | -$122K | 0.02% | 170 |
|
|
2016
Q3 | $189K | Buy |
3,861
+2,189
| +131% | +$107K | 0.03% | 230 |
|
|
2016
Q2 | $85K | Hold |
1,672
| – | – | 0.02% | 168 |
|
|
2016
Q1 | $78K | Sell |
1,672
-550
| -25% | -$25.7K | 0.03% | 164 |
|
|
2015
Q4 | $91K | Buy |
2,222
+672
| +43% | +$27.5K | 0.03% | 152 |
|
|
2015
Q3 | $60K | Sell |
1,550
-500
| -24% | -$19.4K | 0.03% | 168 |
|
|
2015
Q2 | $74K | Hold |
2,050
| – | – | 0.03% | 153 |
|
|
2015
Q1 | $77K | Sell |
2,050
-550
| -21% | -$20.7K | 0.03% | 152 |
|
|
2014
Q4 | $103K | Sell |
2,600
-100
| -4% | -$3.96K | 0.04% | 134 |
|
|
2014
Q3 | $102K | Buy |
2,700
+500
| +23% | +$18.9K | 0.05% | 133 |
|
|
2014
Q2 | $82K | Buy |
2,200
+1,700
| +340% | +$63.4K | 0.04% | 145 |
|
|
2014
Q1 | $18K | Hold |
500
| – | – | 0.01% | 265 |
|
|
2013
Q4 | $18K | Hold |
500
| – | – | 0.01% | 257 |
|
|
2013
Q3 | $16K | Hold |
500
| – | – | 0.01% | 259 |
|
|
2013
Q2 | $17K | Buy |
+500
| New | +$17K | 0.01% | 223 |
|