Longfellow Investment Management’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 |
-5,248
| Closed | -$401K | – | 309 |
|
2024
Q4 | $401K | Sell |
5,248
-336
| -6% | -$25.7K | 0.1% | 108 |
|
2024
Q3 | $436K | Buy |
5,584
+33
| +0.6% | +$2.58K | 0.11% | 111 |
|
2024
Q2 | $396K | Buy |
5,551
+38
| +0.7% | +$2.71K | 0.1% | 106 |
|
2024
Q1 | $448K | Buy |
5,513
+17
| +0.3% | +$1.38K | 0.1% | 101 |
|
2023
Q4 | $402K | Buy |
5,496
+1,803
| +49% | +$132K | 0.1% | 105 |
|
2023
Q3 | $244K | Buy |
+3,693
| New | +$244K | 0.06% | 116 |
|
2021
Q4 | – | Sell |
-4,005
| Closed | -$315K | – | 422 |
|
2021
Q3 | $315K | Hold |
4,005
| – | – | 0.05% | 189 |
|
2021
Q2 | $312K | Sell |
4,005
-4,513
| -53% | -$352K | 0.04% | 199 |
|
2021
Q1 | $671K | Sell |
8,518
-1,256
| -13% | -$98.9K | 0.08% | 214 |
|
2020
Q4 | $727K | Buy |
+9,774
| New | +$727K | 0.09% | 174 |
|