Lido 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 | $994K | Sell |
13,127
-8,244
| -39% | -$624K | ﹤0.01% | 767 |
|
2025
Q1 | $1.6M | Buy |
21,371
+1,095
| +5% | +$82.2K | 0.01% | 566 |
|
2024
Q4 | $1.55M | Sell |
20,276
-224
| -1% | -$17.1K | 0.01% | 556 |
|
2024
Q3 | $1.6M | Buy |
20,500
+1,064
| +5% | +$83.1K | 0.01% | 494 |
|
2024
Q2 | $1.39M | Sell |
19,436
-5,325
| -22% | -$380K | 0.01% | 505 |
|
2024
Q1 | $2.01M | Sell |
24,761
-7,576
| -23% | -$615K | 0.01% | 400 |
|
2023
Q4 | $2.36M | Sell |
32,337
-2,463
| -7% | -$180K | 0.02% | 358 |
|
2023
Q3 | $2.3M | Buy |
34,800
+2,581
| +8% | +$170K | 0.02% | 328 |
|
2023
Q2 | $2.39M | Buy |
32,219
+2,613
| +9% | +$194K | 0.02% | 311 |
|
2023
Q1 | $2.29M | Sell |
29,606
-13,010
| -31% | -$1M | 0.02% | 305 |
|
2022
Q4 | $3.26M | Buy |
42,616
+5,221
| +14% | +$399K | 0.04% | 202 |
|
2022
Q3 | $2.64M | Buy |
37,395
+11,002
| +42% | +$778K | 0.03% | 198 |
|
2022
Q2 | $2.24M | Sell |
26,393
-1,793
| -6% | -$152K | 0.03% | 201 |
|
2022
Q1 | $2.3M | Buy |
28,186
+5,878
| +26% | +$480K | 0.03% | 224 |
|
2021
Q4 | $1.75M | Buy |
22,308
+17,308
| +346% | +$1.36M | 0.02% | 276 |
|
2021
Q3 | $392K | Buy |
5,000
+512
| +11% | +$40.1K | 0.01% | 584 |
|
2021
Q2 | $349K | Sell |
4,488
-400
| -8% | -$31.1K | ﹤0.01% | 561 |
|
2021
Q1 | $387K | Buy |
4,888
+1,682
| +52% | +$133K | 0.01% | 496 |
|
2020
Q4 | $238K | Buy |
+3,206
| New | +$238K | 0.01% | 611 |
|
2020
Q1 | – | Sell |
-2,590
| Closed | -$222K | – | 605 |
|
2019
Q4 | $222K | Buy |
+2,590
| New | +$222K | 0.01% | 533 |
|
2019
Q1 | – | Sell |
-6,535
| Closed | -$409K | – | 506 |
|
2018
Q4 | $409K | Buy |
+6,535
| New | +$409K | 0.04% | 241 |
|