Next Financial Group’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | $136K | Buy |
1,736
+110
| +7% | +$8.62K | 0.01% | 1038 |
|
2021
Q3 | $128K | Buy |
1,626
+324
| +25% | +$25.5K | 0.01% | 1017 |
|
2021
Q2 | $101K | Buy |
1,302
+195
| +18% | +$15.1K | 0.01% | 1106 |
|
2021
Q1 | $87K | Sell |
1,107
-158
| -12% | -$12.4K | 0.01% | 1079 |
|
2020
Q4 | $94K | Buy |
1,265
+14
| +1% | +$1.04K | 0.01% | 983 |
|
2020
Q3 | $78K | Buy |
+1,251
| New | +$78K | 0.01% | 955 |
|
2020
Q2 | – | Sell |
-3,614
| Closed | -$165K | – | 1765 |
|
2020
Q1 | $165K | Sell |
3,614
-374
| -9% | -$17.1K | 0.02% | 602 |
|
2019
Q4 | $341K | Sell |
3,988
-1,597
| -29% | -$137K | 0.04% | 477 |
|
2019
Q3 | $444K | Sell |
5,585
-1,558
| -22% | -$124K | 0.05% | 388 |
|
2019
Q2 | $505K | Buy |
7,143
+4,405
| +161% | +$311K | 0.05% | 345 |
|
2019
Q1 | $183K | Sell |
2,738
-3,444
| -56% | -$230K | 0.05% | 385 |
|
2018
Q4 | $387K | Buy |
6,182
+3,829
| +163% | +$240K | 0.08% | 258 |
|
2018
Q3 | $172K | Sell |
2,353
-1,559
| -40% | -$114K | 0.08% | 230 |
|
2018
Q2 | $267K | Sell |
3,912
-291
| -7% | -$19.9K | 0.1% | 225 |
|
2018
Q1 | $252K | Buy |
+4,203
| New | +$252K | 0.05% | 340 |
|
2017
Q4 | – | Sell |
-6,324
| Closed | -$344K | – | 1284 |
|
2017
Q3 | $344K | Buy |
6,324
+812
| +15% | +$44.2K | 0.1% | 217 |
|
2017
Q2 | $277K | Buy |
5,512
+306
| +6% | +$15.4K | 0.07% | 278 |
|
2017
Q1 | $275K | Sell |
5,206
-10,197
| -66% | -$539K | 0.08% | 253 |
|
2016
Q4 | $853K | Sell |
15,403
-1,107
| -7% | -$61.3K | 0.15% | 153 |
|
2016
Q3 | $809K | Buy |
16,510
+7,767
| +89% | +$381K | 0.15% | 157 |
|
2016
Q2 | $443K | Buy |
8,743
+2,975
| +52% | +$151K | 0.14% | 154 |
|
2016
Q1 | $269K | Sell |
5,768
-304
| -5% | -$14.2K | 0.09% | 217 |
|
2015
Q4 | $248K | Sell |
6,072
-157
| -3% | -$6.41K | 0.09% | 229 |
|
2015
Q3 | $242K | Buy |
6,229
+62
| +1% | +$2.41K | 0.09% | 246 |
|
2015
Q2 | $222K | Buy |
6,167
+742
| +14% | +$26.7K | 0.08% | 276 |
|
2015
Q1 | $204K | Buy |
5,425
+297
| +6% | +$11.2K | 0.07% | 308 |
|
2014
Q4 | $204K | Sell |
5,128
-11,092
| -68% | -$441K | 0.07% | 303 |
|
2014
Q3 | $616K | Buy |
+16,220
| New | +$616K | 0.12% | 181 |
|