OneDigital Investment Advisors’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.25M | Sell |
29,748
-153
| -0.5% | -$11.6K | 0.03% | 401 |
|
|
2025
Q1 | $2.24M | Buy |
29,901
+278
| +0.9% | +$20.9K | 0.03% | 380 |
|
|
2024
Q4 | $2.26M | Buy |
29,623
+8,264
| +39% | +$632K | 0.03% | 393 |
|
|
2024
Q3 | $1.67M | Buy |
21,359
+556
| +3% | +$43.4K | 0.02% | 491 |
|
|
2024
Q2 | $1.49M | Buy |
20,803
+4,835
| +30% | +$345K | 0.02% | 494 |
|
|
2024
Q1 | $1.3M | Sell |
15,968
-1,038
| -6% | -$84.3K | 0.02% | 434 |
|
|
2023
Q4 | $1.24M | Buy |
17,006
+1,031
| +6% | +$75.4K | 0.02% | 408 |
|
|
2023
Q3 | $1.06M | Sell |
15,975
-492
| -3% | -$32.5K | 0.02% | 408 |
|
|
2023
Q2 | $1.22M | Sell |
16,467
-2,687
| -14% | -$199K | 0.03% | 372 |
|
|
2023
Q1 | $1.48M | Buy |
19,154
+9,553
| +100% | +$738K | 0.03% | 324 |
|
|
2022
Q4 | $734K | Sell |
9,601
-562
| -6% | -$43K | 0.02% | 425 |
|
|
2022
Q3 | $719K | Buy |
10,163
+358
| +4% | +$25.3K | 0.03% | 368 |
|
|
2022
Q2 | $831K | Sell |
9,805
-5,473
| -36% | -$464K | 0.04% | 298 |
|
|
2022
Q1 | $1.25M | Buy |
+15,278
| New | +$1.25M | 0.05% | 225 |
|
|
2021
Q3 | – | Sell |
-3,107
| Closed | -$242K | – | 779 |
|
|
2021
Q2 | $242K | Buy |
3,107
+248
| +9% | +$19.3K | 0.01% | 611 |
|
|
2021
Q1 | $225K | Sell |
2,859
-675
| -19% | -$53.1K | 0.01% | 578 |
|
|
2020
Q4 | $262K | Sell |
3,534
-1,014
| -22% | -$75.2K | 0.01% | 513 |
|
|
2020
Q3 | $283K | Sell |
4,548
-6,091
| -57% | -$379K | 0.02% | 447 |
|
|
2020
Q2 | $582K | Sell |
10,639
-225
| -2% | -$12.3K | 0.04% | 276 |
|
|
2020
Q1 | $496K | Buy |
10,864
+364
| +3% | +$16.6K | 0.04% | 277 |
|
|
2019
Q4 | $898K | Hold |
10,500
| – | – | 0.07% | 205 |
|
|
2019
Q3 | $834K | Buy |
10,500
+2,759
| +36% | +$219K | 0.07% | 196 |
|
|
2019
Q2 | $548K | Buy |
7,741
+4,546
| +142% | +$322K | 0.04% | 233 |
|
|
2019
Q1 | $213K | Sell |
3,195
-99
| -3% | -$6.6K | 0.03% | 276 |
|
|
2018
Q4 | $206K | Sell |
3,294
-73
| -2% | -$4.57K | 0.03% | 258 |
|
|
2018
Q3 | $247K | Buy |
3,367
+727
| +28% | +$53.3K | 0.06% | 152 |
|
|
2018
Q2 | $249K | Sell |
2,640
-1,000
| -27% | -$94.3K | 0.05% | 184 |
|
|
2018
Q1 | $218K | Sell |
3,640
-226
| -6% | -$13.5K | 0.05% | 215 |
|
|
2017
Q4 | $235K | Buy |
3,866
+1,042
| +37% | +$63.3K | 0.03% | 205 |
|
|
2017
Q3 | $152K | Sell |
2,824
-336
| -11% | -$18.1K | 0.06% | 166 |
|
|
2017
Q2 | $159K | Buy |
+3,160
| New | +$159K | 0.05% | 229 |
|