Northstar Advisory Group’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 |
-34,337
| Closed | -$2.63M | – | 115 |
|
|
2024
Q4 | $2.63M | Sell |
34,337
-2,033
| -6% | -$155K | 1.34% | 25 |
|
|
2024
Q3 | $2.84M | Buy |
36,370
+5,046
| +16% | +$394K | 1.47% | 19 |
|
|
2024
Q2 | $2.24M | Sell |
31,324
-6,012
| -16% | -$429K | 1.29% | 23 |
|
|
2024
Q1 | $2.81M | Buy |
+37,336
| New | +$2.81M | 1.7% | 20 |
|
|
2021
Q3 | – | Sell |
-5,609
| Closed | -$436K | – | 120 |
|
|
2021
Q2 | $436K | Buy |
5,609
+710
| +14% | +$55.2K | 0.27% | 64 |
|
|
2021
Q1 | $386K | Sell |
4,899
-163
| -3% | -$12.8K | 0.3% | 60 |
|
|
2020
Q4 | $376K | Buy |
+5,062
| New | +$376K | 0.32% | 62 |
|