Kestra Private Wealth Services’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.61M | Buy |
34,422
+277
| +0.8% | +$21K | 0.04% | 429 |
|
|
2025
Q1 | $2.56M | Buy |
34,145
+450
| +1% | +$33.8K | 0.04% | 395 |
|
|
2024
Q4 | $2.58M | Buy |
33,695
+23,850
| +242% | +$1.82M | 0.04% | 368 |
|
|
2024
Q3 | $769K | Sell |
9,845
-515
| -5% | -$40.2K | 0.01% | 699 |
|
|
2024
Q2 | $740K | Sell |
10,360
-86
| -0.8% | -$6.14K | 0.01% | 680 |
|
|
2024
Q1 | $848K | Sell |
10,446
-4,729
| -31% | -$384K | 0.02% | 604 |
|
|
2023
Q4 | $1.11M | Sell |
15,175
-793
| -5% | -$58K | 0.03% | 496 |
|
|
2023
Q3 | $1.05M | Buy |
15,968
+1,585
| +11% | +$105K | 0.03% | 451 |
|
|
2023
Q2 | $1.07M | Buy |
14,383
+3,967
| +38% | +$294K | 0.04% | 417 |
|
|
2023
Q1 | $804K | Buy |
10,416
+1,308
| +14% | +$101K | 0.03% | 470 |
|
|
2022
Q4 | $696K | Buy |
9,108
+2,776
| +44% | +$212K | 0.04% | 443 |
|
|
2022
Q3 | $448K | Buy |
6,332
+433
| +7% | +$30.6K | 0.03% | 521 |
|
|
2022
Q2 | $500K | Sell |
5,899
-55
| -0.9% | -$4.66K | 0.03% | 505 |
|
|
2022
Q1 | $486K | Buy |
5,954
+36
| +0.6% | +$2.94K | 0.02% | 591 |
|
|
2021
Q4 | $465K | Sell |
5,918
-283
| -5% | -$22.2K | 0.02% | 623 |
|
|
2021
Q3 | $487K | Buy |
6,201
+189
| +3% | +$14.8K | 0.03% | 540 |
|
|
2021
Q2 | $467K | Sell |
6,012
-215
| -3% | -$16.7K | 0.03% | 524 |
|
|
2021
Q1 | $490K | Sell |
6,227
-216
| -3% | -$17K | 0.03% | 454 |
|
|
2020
Q4 | $472K | Sell |
6,443
-423
| -6% | -$31K | 0.03% | 447 |
|
|
2020
Q3 | $427K | Buy |
+6,866
| New | +$427K | 0.04% | 415 |
|