Key Financial Inc’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $90.4K | Hold |
1,194
| – | – | 0.02% | 396 |
|
|
2025
Q1 | $89.6K | Hold |
1,194
| – | – | 0.02% | 379 |
|
|
2024
Q4 | $91.3K | Hold |
1,194
| – | – | 0.02% | 371 |
|
|
2024
Q3 | $93.2K | Buy |
1,194
+10
| +0.8% | +$781 | 0.02% | 362 |
|
|
2024
Q2 | $84.5K | Hold |
1,184
| – | – | 0.02% | 363 |
|
|
2024
Q1 | $96.1K | Hold |
1,184
| – | – | 0.02% | 332 |
|
|
2023
Q4 | $86.6K | Hold |
1,184
| – | – | 0.02% | 333 |
|
|
2023
Q3 | $78.2K | Sell |
1,184
-77
| -6% | -$5.09K | 0.03% | 330 |
|
|
2023
Q2 | $93.6K | Buy |
1,261
+185
| +17% | +$13.7K | 0.03% | 309 |
|
|
2023
Q1 | $83.1K | Sell |
1,076
-25
| -2% | -$1.93K | 0.03% | 322 |
|
|
2022
Q4 | $77.9K | Hold |
1,101
| – | – | 0.04% | 291 |
|
|
2022
Q3 | $78K | Hold |
1,101
| – | – | 0.04% | 294 |
|
|
2022
Q2 | $95K | Hold |
1,101
| – | – | 0.05% | 252 |
|
|
2022
Q1 | $90K | Hold |
1,101
| – | – | 0.04% | 272 |
|
|
2021
Q4 | $86K | Buy |
1,101
+150
| +16% | +$11.7K | 0.04% | 259 |
|
|
2021
Q3 | $75K | Sell |
951
-694
| -42% | -$54.7K | 0.04% | 272 |
|
|
2021
Q2 | $122K | Buy |
1,645
+828
| +101% | +$61.4K | 0.07% | 199 |
|
|
2021
Q1 | $64K | Hold |
817
| – | – | 0.04% | 238 |
|
|
2020
Q4 | $61K | Buy |
+817
| New | +$61K | 0.05% | 227 |
|
|
2020
Q2 | – | Sell |
-735
| Closed | -$34K | – | 561 |
|
|
2020
Q1 | $34K | Buy |
+735
| New | +$34K | 0.03% | 263 |
|