Lee Financial’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-8,270
| Closed | -$632K | – | 180 |
|
|
2024
Q4 | $632K | Sell |
8,270
-10,461
| -56% | -$800K | 0.09% | 102 |
|
|
2024
Q3 | $1.46M | Buy |
18,731
+1,728
| +10% | +$135K | 0.21% | 55 |
|
|
2024
Q2 | $1.21M | Sell |
17,003
-970
| -5% | -$69.2K | 0.2% | 56 |
|
|
2024
Q1 | $1.46M | Sell |
17,973
-131
| -0.7% | -$10.6K | 0.24% | 47 |
|
|
2023
Q4 | $1.32M | Buy |
18,104
+23
| +0.1% | +$1.68K | 0.23% | 49 |
|
|
2023
Q3 | $1.19M | Sell |
18,081
-1,300
| -7% | -$85.9K | 0.22% | 49 |
|
|
2023
Q2 | $1.44M | Hold |
19,381
| – | – | 0.25% | 45 |
|
|
2023
Q1 | $1.5M | Sell |
19,381
-2,865
| -13% | -$221K | 0.26% | 49 |
|
|
2022
Q4 | $1.7M | Buy |
22,246
+351
| +2% | +$26.8K | 0.29% | 47 |
|
|
2022
Q3 | $1.55M | Buy |
21,895
+37
| +0.2% | +$2.62K | 0.29% | 49 |
|
|
2022
Q2 | $1.85M | Sell |
21,858
-93
| -0.4% | -$7.88K | 0.34% | 38 |
|
|
2022
Q1 | $1.79M | Buy |
21,951
+27
| +0.1% | +$2.2K | 0.32% | 41 |
|
|
2021
Q4 | $1.72M | Buy |
21,924
+8,726
| +66% | +$685K | 0.32% | 43 |
|
|
2021
Q3 | $1.04M | Buy |
13,198
+12,798
| +3,200% | +$1M | 0.21% | 59 |
|
|
2021
Q2 | $31K | Hold |
400
| – | – | 0.01% | 270 |
|
|
2021
Q1 | $31K | Hold |
400
| – | – | 0.01% | 264 |
|
|
2020
Q4 | $30K | Hold |
400
| – | – | 0.01% | 247 |
|
|
2020
Q3 | $25K | Sell |
400
-121
| -23% | -$7.56K | 0.01% | 292 |
|
|
2020
Q2 | $28K | Buy |
521
+400
| +331% | +$21.5K | 0.01% | 251 |
|
|
2020
Q1 | $6K | Hold |
121
| – | – | ﹤0.01% | 365 |
|
|
2019
Q4 | $10K | Hold |
121
| – | – | ﹤0.01% | 350 |
|
|
2019
Q3 | $10K | Hold |
121
| – | – | ﹤0.01% | 346 |
|
|
2019
Q2 | $9K | Hold |
121
| – | – | ﹤0.01% | 372 |
|
|
2019
Q1 | $8K | Hold |
121
| – | – | ﹤0.01% | 376 |
|
|
2018
Q4 | $8K | Hold |
121
| – | – | ﹤0.01% | 324 |
|
|
2018
Q3 | $9K | Sell |
121
-127
| -51% | -$9.45K | ﹤0.01% | 351 |
|
|
2018
Q2 | $17K | Hold |
248
| – | – | ﹤0.01% | 382 |
|
|
2018
Q1 | $15K | Buy |
248
+127
| +105% | +$7.68K | ﹤0.01% | 406 |
|
|
2017
Q4 | $7K | Buy |
+121
| New | +$7K | ﹤0.01% | 403 |
|