RIA
Regal Investment Advisors’s Sysco SYY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $990K | Sell |
13,065
-1,175
| -8% | -$89K | 0.07% | 236 |
|
|
2025
Q1 | $1.07M | Sell |
14,240
-7,740
| -35% | -$581K | 0.09% | 211 |
|
|
2024
Q4 | $1.68M | Buy |
21,980
+605
| +3% | +$46.3K | 0.13% | 177 |
|
|
2024
Q3 | $1.67M | Buy |
21,375
+701
| +3% | +$54.7K | 0.12% | 191 |
|
|
2024
Q2 | $1.48M | Buy |
20,674
+3,300
| +19% | +$236K | 0.1% | 211 |
|
|
2024
Q1 | $1.41M | Sell |
17,374
-3,400
| -16% | -$276K | 0.1% | 207 |
|
|
2023
Q4 | $1.52M | Sell |
20,774
-540
| -3% | -$39.5K | 0.11% | 183 |
|
|
2023
Q3 | $1.41M | Buy |
21,314
+860
| +4% | +$56.8K | 0.12% | 176 |
|
|
2023
Q2 | $1.52M | Buy |
20,454
+1,050
| +5% | +$77.9K | 0.13% | 167 |
|
|
2023
Q1 | $1.5M | Buy |
19,404
+1,484
| +8% | +$115K | 0.13% | 162 |
|
|
2022
Q4 | $1.37M | Buy |
17,920
+74
| +0.4% | +$5.66K | 0.13% | 155 |
|
|
2022
Q3 | $1.26M | Buy |
17,846
+718
| +4% | +$50.8K | 0.13% | 151 |
|
|
2022
Q2 | $1.45M | Buy |
17,128
+965
| +6% | +$81.8K | 0.15% | 140 |
|
|
2022
Q1 | $1.32M | Buy |
16,163
+1,186
| +8% | +$96.9K | 0.12% | 169 |
|
|
2021
Q4 | $1.18M | Buy |
14,977
+300
| +2% | +$23.6K | 0.1% | 211 |
|
|
2021
Q3 | $1.15M | Buy |
14,677
+2,100
| +17% | +$165K | 0.11% | 198 |
|
|
2021
Q2 | $978K | Buy |
+12,577
| New | +$978K | 0.1% | 227 |
|
|
2021
Q1 | – | Sell |
-17,208
| Closed | -$1.28M | – | 375 |
|
|
2020
Q4 | $1.28M | Buy |
+17,208
| New | +$1.28M | 0.14% | 151 |
|
|
2020
Q3 | – | Sell |
-15,579
| Closed | -$852K | – | 251 |
|
|
2020
Q2 | $852K | Buy |
+15,579
| New | +$852K | 0.16% | 135 |
|
|
2020
Q1 | – | Sell |
-8,986
| Closed | -$769K | – | 271 |
|
|
2019
Q4 | $769K | Sell |
8,986
-7,623
| -46% | -$652K | 0.14% | 155 |
|
|
2019
Q3 | $1.32M | Sell |
16,609
-1,230
| -7% | -$97.7K | 0.26% | 118 |
|
|
2019
Q2 | $1.26M | Buy |
17,839
+1,649
| +10% | +$117K | 0.25% | 119 |
|
|
2019
Q1 | $1.08M | Buy |
16,190
+97
| +0.6% | +$6.48K | 0.22% | 122 |
|
|
2018
Q4 | $1.01M | Buy |
16,093
+76
| +0.5% | +$4.76K | 0.22% | 123 |
|
|
2018
Q3 | $1.17M | Buy |
16,017
+6,907
| +76% | +$506K | 0.25% | 119 |
|
|
2018
Q2 | $622K | Sell |
9,110
-9,158
| -50% | -$625K | 0.19% | 142 |
|
|
2018
Q1 | $1.1M | Buy |
18,268
+2,550
| +16% | +$153K | 0.24% | 115 |
|
|
2017
Q4 | $955K | Buy |
15,718
+1,649
| +12% | +$100K | 0.21% | 122 |
|
|
2017
Q3 | $759K | Buy |
14,069
+1,347
| +11% | +$72.7K | 0.18% | 140 |
|
|
2017
Q2 | $640K | Sell |
12,722
-216
| -2% | -$10.9K | 0.16% | 148 |
|
|
2017
Q1 | $672K | Buy |
12,938
+1,010
| +8% | +$52.5K | 0.18% | 140 |
|
|
2016
Q4 | $660K | Sell |
11,928
-2,007
| -14% | -$111K | 0.18% | 141 |
|
|
2016
Q3 | $683K | Buy |
13,935
+8
| +0.1% | +$392 | 0.19% | 133 |
|
|
2016
Q2 | $707K | Sell |
13,927
-3,091
| -18% | -$157K | 0.19% | 132 |
|
|
2016
Q1 | $795K | Buy |
17,018
+1,103
| +7% | +$51.5K | 0.22% | 119 |
|
|
2015
Q4 | $652K | Sell |
15,915
-7,964
| -33% | -$326K | 0.17% | 133 |
|
|
2015
Q3 | $930K | Buy |
23,879
+7,268
| +44% | +$283K | 0.24% | 110 |
|
|
2015
Q2 | $599K | Sell |
16,611
-4,289
| -21% | -$155K | 0.16% | 133 |
|
|
2015
Q1 | $789K | Buy |
20,900
+623
| +3% | +$23.5K | 0.19% | 126 |
|
|
2014
Q4 | $805K | Sell |
20,277
-58,747
| -74% | -$2.33M | 0.22% | 117 |
|
|
2014
Q3 | $3M | Buy |
79,024
+8,825
| +13% | +$335K | 0.91% | 22 |
|
|
2014
Q2 | $2.63M | Buy |
70,199
+61,299
| +689% | +$2.3M | 0.94% | 17 |
|
|
2014
Q1 | $322K | Buy |
8,900
+1,000
| +13% | +$36.2K | 0.14% | 153 |
|
|
2013
Q4 | $285K | Buy |
7,900
+1,795
| +29% | +$64.8K | 0.16% | 134 |
|
|
2013
Q3 | $194K | Buy |
6,105
+1,350
| +28% | +$42.9K | 0.11% | 165 |
|
|
2013
Q2 | $162K | Buy |
+4,755
| New | +$162K | 0.09% | 174 |
|