OneAscent Financial Services’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $555K | Sell |
7,204
-5,198
| -42% | -$400K | 0.04% | 286 |
|
|
2025
Q1 | $934K | Buy |
12,402
+6,220
| +101% | +$468K | 0.06% | 212 |
|
|
2024
Q4 | $473K | Buy |
6,182
+138
| +2% | +$10.6K | 0.04% | 265 |
|
|
2024
Q3 | $472K | Buy |
+6,044
| New | +$472K | 0.34% | 73 |
|
|
2024
Q2 | – | Sell |
-8,284
| Closed | -$673K | – | 373 |
|
|
2024
Q1 | $673K | Sell |
8,284
-2,556
| -24% | -$208K | 0.07% | 161 |
|
|
2023
Q4 | $793K | Buy |
10,840
+3,696
| +52% | +$270K | 0.1% | 133 |
|
|
2023
Q3 | $472K | Buy |
+7,144
| New | +$472K | 0.12% | 125 |
|
|
2023
Q2 | – | Sell |
-5,332
| Closed | -$412K | – | 199 |
|
|
2023
Q1 | $412K | Sell |
5,332
-1,017
| -16% | -$78.6K | 0.17% | 76 |
|
|
2022
Q4 | $485K | Buy |
6,349
+331
| +6% | +$25.3K | 0.21% | 56 |
|
|
2022
Q3 | $426K | Buy |
6,018
+3,214
| +115% | +$228K | 0.17% | 90 |
|
|
2022
Q2 | $239K | Sell |
2,804
-249
| -8% | -$21.2K | 0.11% | 185 |
|
|
2022
Q1 | $249K | Buy |
3,053
+88
| +3% | +$7.18K | 0.18% | 100 |
|
|
2021
Q4 | $233K | Buy |
+2,965
| New | +$233K | 0.44% | 106 |
|
|
2021
Q1 | $221K | Buy |
+2,806
| New | +$221K | 0.22% | 123 |
|
|
2020
Q1 | – | Sell |
-4,595
| Closed | -$393K | – | 187 |
|
|
2019
Q4 | $393K | Buy |
+4,595
| New | +$393K | 0.22% | 82 |
|
|
2019
Q3 | – | Sell |
-5,571
| Closed | -$394K | – | 167 |
|
|
2019
Q2 | $394K | Buy |
+5,571
| New | +$394K | 0.27% | 79 |
|