Old North State Trust’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $225K | Sell |
2,970
-874
| -23% | -$66.2K | 0.15% | 130 |
|
|
2025
Q1 | $294K | Hold |
3,844
| – | – | 0.19% | 103 |
|
|
2024
Q4 | $294K | Hold |
3,844
| – | – | 0.19% | 103 |
|
|
2024
Q3 | $300K | Hold |
3,844
| – | – | 0.24% | 105 |
|
|
2024
Q2 | $274K | Hold |
3,844
| – | – | 0.24% | 104 |
|
|
2024
Q1 | $312K | Buy |
+3,844
| New | +$312K | 0.26% | 98 |
|
|
2023
Q3 | $254K | Hold |
3,844
| – | – | 0.2% | 112 |
|
|
2023
Q2 | $285K | Hold |
3,844
| – | – | 0.21% | 109 |
|
|
2023
Q1 | $297K | Hold |
3,844
| – | – | 0.21% | 96 |
|
|
2022
Q4 | $294K | Hold |
3,844
| – | – | 0.19% | 100 |
|
|
2022
Q3 | $272K | Buy |
3,844
+3,840
| +96,000% | +$272K | 0.24% | 94 |
|
|
2022
Q2 | $326 | Hold |
4
| – | – | 0.3% | 87 |
|
|
2022
Q1 | $314 | Sell |
4
-3,840
| -100% | -$301K | 0.25% | 96 |
|
|
2021
Q4 | $302K | Hold |
3,844
| – | – | 0.22% | 98 |
|
|
2021
Q3 | $302K | Hold |
3,844
| – | – | 0.27% | 85 |
|
|
2021
Q2 | $299K | Hold |
3,844
| – | – | 0.23% | 91 |
|
|
2021
Q1 | $303K | Hold |
3,844
| – | – | 0.24% | 82 |
|
|
2020
Q4 | $285K | Buy |
3,844
+1,825
| +90% | +$135K | 0.22% | 76 |
|
|
2020
Q3 | $126K | Buy |
+2,019
| New | +$126K | 0.08% | 126 |
|
|
2020
Q1 | – | Sell |
-2,019
| Closed | -$173K | – | 289 |
|
|
2019
Q4 | $173K | Hold |
2,019
| – | – | 0.09% | 122 |
|
|
2019
Q3 | $160K | Sell |
2,019
-1,825
| -47% | -$145K | 0.11% | 123 |
|
|
2019
Q2 | $272K | Hold |
3,844
| – | – | 0.2% | 87 |
|
|
2019
Q1 | $256K | Sell |
3,844
-1,781
| -32% | -$119K | 0.18% | 95 |
|
|
2018
Q4 | $352K | Hold |
5,625
| – | – | 0.36% | 69 |
|
|
2018
Q3 | $412K | Buy |
+5,625
| New | +$412K | 0.39% | 67 |
|