Lee, Danner & Bass’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.1M | Buy |
185,927
+1,605
| +0.9% | +$122K | 1.1% | 23 |
|
|
2025
Q1 | $13.8M | Sell |
184,322
-335
| -0.2% | -$25.1K | 1.12% | 21 |
|
|
2024
Q4 | $14.1M | Buy |
184,657
+384
| +0.2% | +$29.4K | 1.12% | 21 |
|
|
2024
Q3 | $14.4M | Buy |
184,273
+5,615
| +3% | +$438K | 1.01% | 22 |
|
|
2024
Q2 | $12.8M | Buy |
+178,658
| New | +$12.8M | 0.98% | 23 |
|
|
2023
Q4 | $8.18M | Sell |
111,869
-6,336
| -5% | -$463K | 0.7% | 33 |
|
|
2023
Q3 | $7.81M | Buy |
118,205
+8,264
| +8% | +$546K | 0.71% | 33 |
|
|
2023
Q2 | $8.16M | Sell |
109,941
-1,170
| -1% | -$86.8K | 0.7% | 34 |
|
|
2023
Q1 | $8.58M | Buy |
111,111
+11,970
| +12% | +$924K | 0.79% | 31 |
|
|
2022
Q4 | $7.58M | Buy |
99,141
+3,830
| +4% | +$293K | 0.71% | 35 |
|
|
2022
Q3 | $6.74M | Buy |
95,311
+1,155
| +1% | +$81.7K | 0.71% | 36 |
|
|
2022
Q2 | $7.98M | Sell |
94,156
-8,007
| -8% | -$678K | 0.81% | 35 |
|
|
2022
Q1 | $8.34M | Buy |
102,163
+6,096
| +6% | +$498K | 0.71% | 38 |
|
|
2021
Q4 | $7.55M | Buy |
96,067
+2,435
| +3% | +$191K | 0.65% | 41 |
|
|
2021
Q3 | $7.35M | Sell |
93,632
-2,889
| -3% | -$227K | 0.68% | 41 |
|
|
2021
Q2 | $7.51M | Sell |
96,521
-1,348
| -1% | -$105K | 0.68% | 42 |
|
|
2021
Q1 | $7.71M | Sell |
97,869
-615
| -0.6% | -$48.4K | 0.74% | 38 |
|
|
2020
Q4 | $7.31M | Sell |
98,484
-984
| -1% | -$73.1K | 0.78% | 35 |
|
|
2020
Q3 | $6.19M | Sell |
99,468
-1,325
| -1% | -$82.4K | 0.73% | 37 |
|
|
2020
Q2 | $5.51M | Sell |
100,793
-34,081
| -25% | -$1.86M | 0.7% | 41 |
|
|
2020
Q1 | $6.15M | Sell |
134,874
-2,633
| -2% | -$120K | 0.88% | 31 |
|
|
2019
Q4 | $11.8M | Sell |
137,507
-5,017
| -4% | -$429K | 1.23% | 20 |
|
|
2019
Q3 | $11.3M | Sell |
142,524
-200
| -0.1% | -$15.9K | 1.21% | 23 |
|
|
2019
Q2 | $10.1M | Sell |
142,724
-2,975
| -2% | -$210K | 1.07% | 25 |
|
|
2019
Q1 | $9.73M | Sell |
145,699
-1,636
| -1% | -$109K | 1.07% | 26 |
|
|
2018
Q4 | $9.23M | Sell |
147,335
-2,964
| -2% | -$186K | 1.09% | 23 |
|
|
2018
Q3 | $11M | Sell |
150,299
-4,300
| -3% | -$315K | 1.09% | 25 |
|
|
2018
Q2 | $10.6M | Sell |
154,599
-5,248
| -3% | -$358K | 1.12% | 26 |
|
|
2018
Q1 | $9.58M | Sell |
159,847
-2,172
| -1% | -$130K | 1% | 29 |
|
|
2017
Q4 | $9.84M | Sell |
162,019
-1,842
| -1% | -$112K | 1% | 30 |
|
|
2017
Q3 | $8.84M | Sell |
163,861
-638
| -0.4% | -$34.4K | 0.95% | 29 |
|
|
2017
Q2 | $8.28M | Sell |
164,499
-50
| -0% | -$2.52K | 0.93% | 31 |
|
|
2017
Q1 | $8.54M | Buy |
164,549
+4,407
| +3% | +$229K | 0.96% | 31 |
|
|
2016
Q4 | $8.87M | Sell |
160,142
-10,866
| -6% | -$602K | 1.04% | 26 |
|
|
2016
Q3 | $8.38M | Sell |
171,008
-2,395
| -1% | -$117K | 1.02% | 26 |
|
|
2016
Q2 | $8.8M | Hold |
173,403
| – | – | 1.07% | 23 |
|
|
2016
Q1 | $8.03M | Sell |
173,403
-3,554
| -2% | -$165K | 0.99% | 27 |
|
|
2015
Q4 | $7.26M | Sell |
176,957
-494
| -0.3% | -$20.3K | 0.95% | 27 |
|
|
2015
Q3 | $6.92M | Sell |
177,451
-5,523
| -3% | -$215K | 0.92% | 28 |
|
|
2015
Q2 | $6.61M | Buy |
182,974
+3,331
| +2% | +$120K | 0.79% | 35 |
|
|
2015
Q1 | $6.78M | Sell |
179,643
-529
| -0.3% | -$20K | 0.8% | 36 |
|
|
2014
Q4 | $7.15M | Sell |
180,172
-3,229
| -2% | -$128K | 0.85% | 35 |
|
|
2014
Q3 | $6.96M | Sell |
183,401
-3,735
| -2% | -$142K | 0.86% | 35 |
|
|
2014
Q2 | $7.01M | Sell |
187,136
-3,284
| -2% | -$123K | 0.85% | 34 |
|
|
2014
Q1 | $6.88M | Sell |
190,420
-6,111
| -3% | -$221K | 0.89% | 31 |
|
|
2013
Q4 | $7.1M | Sell |
196,531
-6,966
| -3% | -$251K | 0.95% | 33 |
|
|
2013
Q3 | $6.48M | Sell |
203,497
-7,875
| -4% | -$251K | 0.9% | 34 |
|
|
2013
Q2 | $7.22M | Buy |
+211,372
| New | +$7.22M | 1.05% | 29 |
|