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LBMC Investment Advisors’s Sysco SYY Stock Holding History

LBMC Investment Advisors’s Portfolio SYY Stock Details SYY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10,615
Closed -$812K – 204
2024
Q4 		$812K Hold
10,615
– – 0.06% 89
2024
Q3 		$829K Hold
10,615
– – 0.07% 83
2024
Q2 		$758K Hold
10,615
– – 0.07% 82
2024
Q1 		$862K Hold
10,615
– – 0.07% 80
2023
Q4 		$776K Hold
10,615
– – 0.07% 74
2023
Q3 		$682K Hold
10,615
– – 0.07% 78
2023
Q2 		$788K Hold
10,615
– – 0.08% 72
2023
Q1 		$820K Hold
10,615
– – 0.08% 69
2022
Q4 		$812K Hold
10,615
– – 0.09% 65
2022
Q3 		$751K Hold
10,615
– – 0.09% 61
2022
Q2 		$899K Hold
10,615
– – 0.1% 53
2022
Q1 		$867K Hold
10,615
– – 0.08% 67
2021
Q4 		$834K Buy
10,615
+8,342
+367% +$655K 0.07% 71
2021
Q3 		$833 Sell
2,273
-8,342
-79% -$3.06K 0.08% 69
2021
Q2 		$825K Hold
10,615
– – 0.08% 69
2021
Q1 		$836K Sell
10,615
-32
-0.3% -$2.52K 0.09% 57
2020
Q4 		$791K Buy
10,647
+32
+0.3% +$2.38K 0.09% 57
2020
Q3 		$660K Hold
10,615
– – 0.09% 56
2020
Q2 		$580K Sell
10,615
-28
-0.3% -$1.53K 0.09% 50
2020
Q1 		$486K Hold
10,643
– – 0.09% 51
2019
Q4 		$910K Hold
10,643
– – 0.13% 39
2019
Q3 		$845K Hold
10,643
– – 0.13% 38
2019
Q2 		$753K Buy
10,643
+28
+0.3% +$1.98K 0.11% 42
2019
Q1 		$709K Sell
10,615
-341
-3% -$22.8K 0.11% 41
2018
Q4 		$687K Buy
10,956
+341
+3% +$21.4K 0.13% 42
2018
Q3 		$778K Hold
10,615
– – 0.12% 40
2018
Q2 		$725K Hold
10,615
– – 0.12% 44
2018
Q1 		$636K Hold
10,615
– – 0.11% 41
2017
Q4 		$645K Hold
10,615
– – 0.11% 44
2017
Q3 		$573K Hold
10,615
– – 0.1% 45
2017
Q2 		$534K Hold
10,615
– – 0.09% 45
2017
Q1 		$551K Hold
10,615
– – 0.1% 48
2016
Q4 		$588K Sell
10,615
-6
-0.1% -$332 0.11% 43
2016
Q3 		$521K Buy
+10,621
New +$521K 0.1% 49