Lebenthal Global Advisors’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 |
-3,959
| Closed | -$309K | – | 208 |
|
|
2024
Q3 | $309K | Buy |
3,959
+84
| +2% | +$6.56K | 0.06% | 156 |
|
|
2024
Q2 | $277K | Buy |
3,875
+24
| +0.6% | +$1.71K | 0.06% | 159 |
|
|
2024
Q1 | $313K | Sell |
3,851
-2
| -0.1% | -$162 | 0.07% | 156 |
|
|
2023
Q4 | $282K | Buy |
+3,853
| New | +$282K | 0.07% | 161 |
|
|
2021
Q2 | – | Sell |
-6,547
| Closed | -$515K | – | 182 |
|
|
2021
Q1 | $515K | Buy |
+6,547
| New | +$515K | 0.32% | 46 |
|