RFA
Reilly Financial Advisors’s Sysco SYY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $2.2M | Sell |
27,978
-748
| -3% | -$58.8K | 0.16% | 92 |
|
|
2021
Q3 | $2.26M | Buy |
28,726
+1,891
| +7% | +$148K | 0.19% | 82 |
|
|
2021
Q2 | $2.09M | Sell |
26,835
-65
| -0.2% | -$5.05K | 0.17% | 92 |
|
|
2021
Q1 | $2.12M | Sell |
26,900
-2,858
| -10% | -$225K | 0.19% | 81 |
|
|
2020
Q4 | $2.21M | Sell |
29,758
-271
| -0.9% | -$20.1K | 0.21% | 75 |
|
|
2020
Q3 | $1.87M | Buy |
30,029
+397
| +1% | +$24.7K | 0.2% | 78 |
|
|
2020
Q2 | $1.62M | Buy |
29,632
+957
| +3% | +$52.3K | 0.19% | 79 |
|
|
2020
Q1 | $1.31M | Buy |
28,675
+25,822
| +905% | +$1.18M | 0.19% | 81 |
|
|
2019
Q4 | $244K | Buy |
2,853
+3
| +0.1% | +$257 | 0.03% | 172 |
|
|
2019
Q3 | $226K | Sell |
2,850
-2,105
| -42% | -$167K | 0.03% | 177 |
|
|
2019
Q2 | $350K | Buy |
4,955
+14
| +0.3% | +$989 | 0.04% | 151 |
|
|
2019
Q1 | $330K | Sell |
4,941
-119
| -2% | -$7.95K | 0.04% | 140 |
|
|
2018
Q4 | $317K | Sell |
5,060
-188
| -4% | -$11.8K | 0.05% | 141 |
|
|
2018
Q3 | $384K | Buy |
5,248
+1,460
| +39% | +$107K | 0.05% | 136 |
|
|
2018
Q2 | $259K | Sell |
3,788
-30,567
| -89% | -$2.09M | 0.04% | 153 |
|
|
2018
Q1 | $2.06M | Buy |
34,355
+1,298
| +4% | +$77.8K | 0.29% | 66 |
|
|
2017
Q4 | $2.01M | Buy |
33,057
+2,959
| +10% | +$180K | 0.29% | 64 |
|
|
2017
Q3 | $1.62M | Buy |
30,098
+679
| +2% | +$36.6K | 0.24% | 66 |
|
|
2017
Q2 | $1.48M | Buy |
29,419
+1,953
| +7% | +$98.3K | 0.23% | 70 |
|
|
2017
Q1 | $1.43M | Buy |
27,466
+3,752
| +16% | +$195K | 0.23% | 67 |
|
|
2016
Q4 | $1.31M | Sell |
23,714
-4,265
| -15% | -$236K | 0.23% | 67 |
|
|
2016
Q3 | $1.37M | Buy |
27,979
+1,709
| +7% | +$83.7K | 0.24% | 59 |
|
|
2016
Q2 | $1.33M | Buy |
26,270
+548
| +2% | +$27.8K | 0.24% | 61 |
|
|
2016
Q1 | $1.2M | Buy |
25,722
+20
| +0.1% | +$935 | 0.21% | 52 |
|
|
2015
Q4 | $1.05M | Sell |
25,702
-3,536
| -12% | -$145K | 0.19% | 55 |
|
|
2015
Q3 | $1.14M | Buy |
29,238
+3,315
| +13% | +$129K | 0.21% | 74 |
|
|
2015
Q2 | $936K | Buy |
25,923
+4,899
| +23% | +$177K | 0.16% | 77 |
|
|
2015
Q1 | $793K | Buy |
21,024
+5,274
| +33% | +$199K | 0.14% | 84 |
|
|
2014
Q4 | $625K | Buy |
15,750
+6,189
| +65% | +$246K | 0.15% | 67 |
|
|
2014
Q3 | $363K | Buy |
9,561
+3,584
| +60% | +$136K | 0.09% | 87 |
|
|
2014
Q2 | $222K | Sell |
5,977
-417
| -7% | -$15.5K | 0.05% | 106 |
|
|
2014
Q1 | $231K | Buy |
6,394
+3,176
| +99% | +$115K | 0.06% | 109 |
|
|
2013
Q4 | $116K | Buy |
3,218
+1,728
| +116% | +$62.3K | 0.03% | 150 |
|
|
2013
Q3 | $47K | Hold |
1,490
| – | – | 0.01% | 225 |
|
|
2013
Q2 | $51K | Buy |
+1,490
| New | +$51K | 0.02% | 218 |
|