Kings Point Capital Management’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $15.7M | Buy |
192,512
+190,677
| +10,391% | +$15.6M | 1.37% | 24 |
|
|
2021
Q4 | $144K | Hold |
1,835
| – | – | 0.01% | 242 |
|
|
2021
Q3 | $144K | Sell |
1,835
-200
| -10% | -$15.7K | 0.01% | 226 |
|
|
2021
Q2 | $158K | Hold |
2,035
| – | – | 0.01% | 218 |
|
|
2021
Q1 | $160K | Sell |
2,035
-13
| -0.6% | -$1.02K | 0.02% | 206 |
|
|
2020
Q4 | $152K | Buy |
2,048
+13
| +0.6% | +$965 | 0.02% | 208 |
|
|
2020
Q3 | $127K | Buy |
2,035
+1,775
| +683% | +$111K | 0.02% | 214 |
|
|
2020
Q2 | $14K | Hold |
260
| – | – | ﹤0.01% | 406 |
|
|
2020
Q1 | $12K | Sell |
260
-355
| -58% | -$16.4K | ﹤0.01% | 415 |
|
|
2019
Q4 | $53K | Hold |
615
| – | – | 0.01% | 300 |
|
|
2019
Q3 | $49K | Hold |
615
| – | – | 0.01% | 295 |
|
|
2019
Q2 | $43K | Hold |
615
| – | – | 0.01% | 274 |
|
|
2019
Q1 | $41K | Hold |
615
| – | – | 0.01% | 249 |
|
|
2018
Q4 | $39K | Hold |
615
| – | – | 0.01% | 247 |
|
|
2018
Q3 | $45K | Hold |
615
| – | – | 0.01% | 252 |
|
|
2018
Q2 | $42K | Hold |
615
| – | – | 0.01% | 256 |
|
|
2018
Q1 | $37K | Buy |
615
+65
| +12% | +$3.91K | 0.01% | 268 |
|
|
2017
Q4 | $33K | Buy |
+550
| New | +$33K | 0.01% | 271 |
|
|
2016
Q1 | – | Sell |
-965
| Closed | -$40K | – | 339 |
|
|
2015
Q4 | $40K | Hold |
965
| – | – | 0.01% | 229 |
|
|
2015
Q3 | $38K | Buy |
+965
| New | +$38K | 0.01% | 250 |
|