Legacy Advisors’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-15,627
| Closed | -$1.17M | – | 357 |
|
|
2025
Q1 | $1.17M | Sell |
15,627
-923
| -6% | -$69.3K | 0.12% | 140 |
|
|
2024
Q4 | $1.27M | Sell |
16,550
-1,708
| -9% | -$131K | 0.12% | 130 |
|
|
2024
Q3 | $1.43M | Buy |
18,258
+1,256
| +7% | +$98K | 0.15% | 116 |
|
|
2024
Q2 | $1.21M | Sell |
17,002
-1,239
| -7% | -$88.5K | 0.15% | 108 |
|
|
2024
Q1 | $1.48M | Sell |
18,241
-13,470
| -42% | -$1.09M | 0.19% | 97 |
|
|
2023
Q4 | $2.32M | Sell |
31,711
-17,702
| -36% | -$1.29M | 0.3% | 71 |
|
|
2023
Q3 | $3.26M | Sell |
49,413
-2,040
| -4% | -$135K | 0.53% | 44 |
|
|
2023
Q2 | $3.82M | Sell |
51,453
-1,849
| -3% | -$137K | 0.57% | 36 |
|
|
2023
Q1 | $4.12M | Buy |
53,302
+3,037
| +6% | +$235K | 0.76% | 23 |
|
|
2022
Q4 | $3.84M | Buy |
50,265
+5,192
| +12% | +$397K | 0.7% | 26 |
|
|
2022
Q3 | $3.19M | Buy |
45,073
+2,315
| +5% | +$164K | 0.7% | 24 |
|
|
2022
Q2 | $3.62M | Buy |
42,758
+5,880
| +16% | +$498K | 0.76% | 18 |
|
|
2022
Q1 | $3.03M | Buy |
+36,878
| New | +$3.03M | 0.59% | 25 |
|
|
2020
Q1 | – | Sell |
-4,000
| Closed | -$342K | – | 131 |
|
|
2019
Q4 | $342K | Hold |
4,000
| – | – | 0.22% | 92 |
|
|
2019
Q3 | $318K | Hold |
4,000
| – | – | 0.24% | 82 |
|
|
2019
Q2 | $283K | Sell |
4,000
-4,000
| -50% | -$283K | 0.19% | 87 |
|
|
2019
Q1 | $534K | Buy |
8,000
+3,913
| +96% | +$261K | 0.17% | 99 |
|
|
2018
Q4 | $256K | Buy |
4,087
+87
| +2% | +$5.45K | 0.19% | 97 |
|
|
2018
Q3 | $293K | Buy |
+4,000
| New | +$293K | 0.14% | 116 |
|