Keel Point’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,222
| Closed | -$252K | – | 465 |
|
|
2024
Q3 | $252K | Buy |
3,222
+28
| +0.9% | +$2.19K | 0.02% | 374 |
|
|
2024
Q2 | $241K | Buy |
+3,194
| New | +$241K | 0.02% | 371 |
|
|
2024
Q1 | – | Sell |
-3,050
| Closed | -$223K | – | 390 |
|
|
2023
Q4 | $223K | Buy |
+3,050
| New | +$223K | 0.03% | 311 |
|
|
2019
Q1 | – | Sell |
-7,986
| Closed | -$500K | – | 213 |
|
|
2018
Q4 | $500K | Buy |
7,986
+326
| +4% | +$20.4K | 0.07% | 124 |
|
|
2018
Q3 | $561K | Buy |
7,660
+1,810
| +31% | +$133K | 0.07% | 92 |
|
|
2018
Q2 | $399K | Buy |
5,850
+68
| +1% | +$4.64K | 0.05% | 105 |
|
|
2018
Q1 | $347K | Hold |
5,782
| – | – | 0.05% | 119 |
|
|
2017
Q4 | $351K | Hold |
5,782
| – | – | 0.05% | 126 |
|
|
2017
Q3 | $312K | Hold |
5,782
| – | – | 0.05% | 129 |
|
|
2017
Q2 | $291K | Buy |
5,782
+47
| +0.8% | +$2.37K | 0.06% | 124 |
|
|
2017
Q1 | $298K | Hold |
5,735
| – | – | 0.06% | 122 |
|
|
2016
Q4 | $318K | Hold |
5,735
| – | – | 0.07% | 114 |
|
|
2016
Q3 | $281K | Hold |
5,735
| – | – | 0.11% | 107 |
|
|
2016
Q2 | $291K | Hold |
5,735
| – | – | 0.13% | 105 |
|
|
2016
Q1 | $268K | Sell |
5,735
-313
| -5% | -$14.6K | 0.14% | 105 |
|
|
2015
Q4 | $248K | Sell |
6,048
-230
| -4% | -$9.43K | 0.13% | 109 |
|
|
2015
Q3 | $245K | Hold |
6,278
| – | – | 0.14% | 91 |
|
|
2015
Q2 | $235K | Buy |
6,278
+343
| +6% | +$12.8K | 0.11% | 89 |
|
|
2015
Q1 | $224K | Buy |
+5,935
| New | +$224K | 0.11% | 87 |
|