LGT Financial 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 | $454 | Buy |
+6
| New | +$454 | ﹤0.01% | 441 |
|
|
2024
Q2 | – | Sell |
-8,584
| Closed | -$697K | – | 856 |
|
|
2024
Q1 | $697K | Buy |
8,584
+56
| +0.7% | +$4.55K | 0.81% | 22 |
|
|
2023
Q4 | $624K | Buy |
8,528
+65
| +0.8% | +$4.75K | 0.76% | 23 |
|
|
2023
Q3 | $559K | Sell |
8,463
-11,267
| -57% | -$744K | 0.71% | 24 |
|
|
2023
Q2 | $1.46M | Buy |
19,730
+6,998
| +55% | +$519K | 1.56% | 11 |
|
|
2023
Q1 | $983K | Buy |
12,732
+4,308
| +51% | +$333K | 1.83% | 11 |
|
|
2022
Q4 | $644K | Buy |
+8,424
| New | +$644K | 0.76% | 25 |
|