Sequoia Financial 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 | $1.61M | Buy |
21,320
+706
| +3% | +$53.5K | 0.01% | 525 |
|
|
2025
Q1 | $1.55M | Sell |
20,614
-552
| -3% | -$41.4K | 0.01% | 494 |
|
|
2024
Q4 | $1.62M | Buy |
21,166
+899
| +4% | +$68.7K | 0.02% | 461 |
|
|
2024
Q3 | $1.58M | Buy |
20,267
+2,093
| +12% | +$163K | 0.02% | 428 |
|
|
2024
Q2 | $1.3M | Sell |
18,174
-155
| -0.8% | -$11.1K | 0.02% | 422 |
|
|
2024
Q1 | $1.49M | Buy |
18,329
+1,797
| +11% | +$146K | 0.02% | 380 |
|
|
2023
Q4 | $1.21M | Buy |
16,532
+2,573
| +18% | +$188K | 0.02% | 473 |
|
|
2023
Q3 | $922K | Buy |
13,959
+550
| +4% | +$36.3K | 0.02% | 362 |
|
|
2023
Q2 | $995K | Buy |
13,409
+3,594
| +37% | +$267K | 0.02% | 349 |
|
|
2023
Q1 | $758K | Buy |
9,815
+664
| +7% | +$51.3K | 0.02% | 366 |
|
|
2022
Q4 | $700K | Buy |
9,151
+3,031
| +50% | +$232K | 0.02% | 366 |
|
|
2022
Q3 | $433K | Sell |
6,120
-2,304
| -27% | -$163K | 0.01% | 313 |
|
|
2022
Q2 | $714K | Buy |
8,424
+443
| +6% | +$37.5K | 0.02% | 269 |
|
|
2022
Q1 | $652K | Sell |
7,981
-1,890
| -19% | -$154K | 0.02% | 306 |
|
|
2021
Q4 | $775K | Buy |
+9,871
| New | +$775K | 0.02% | 259 |
|
|
2021
Q3 | – | Sell |
-8,265
| Closed | -$643K | – | 428 |
|
|
2021
Q2 | $643K | Buy |
8,265
+2,241
| +37% | +$174K | 0.02% | 244 |
|
|
2021
Q1 | $474K | Buy |
6,024
+1,534
| +34% | +$121K | 0.02% | 264 |
|
|
2020
Q4 | $333K | Buy |
4,490
+856
| +24% | +$63.5K | 0.02% | 304 |
|
|
2020
Q3 | $226K | Sell |
3,634
-87
| -2% | -$5.41K | 0.01% | 349 |
|
|
2020
Q2 | $203K | Buy |
+3,721
| New | +$203K | 0.01% | 343 |
|
|
2020
Q1 | – | Sell |
-3,624
| Closed | -$310K | – | 405 |
|
|
2019
Q4 | $310K | Sell |
3,624
-162
| -4% | -$13.9K | 0.02% | 294 |
|
|
2019
Q3 | $301K | Sell |
3,786
-1,108
| -23% | -$88.1K | 0.02% | 277 |
|
|
2019
Q2 | $346K | Sell |
4,894
-46
| -0.9% | -$3.25K | 0.03% | 260 |
|
|
2019
Q1 | $330K | Buy |
4,940
+556
| +13% | +$37.1K | 0.03% | 256 |
|
|
2018
Q4 | $275K | Buy |
4,384
+334
| +8% | +$21K | 0.03% | 219 |
|
|
2018
Q3 | $297K | Sell |
4,050
-100
| -2% | -$7.33K | 0.03% | 228 |
|
|
2018
Q2 | $283K | Hold |
4,150
| – | – | 0.03% | 241 |
|
|
2018
Q1 | $249K | Sell |
4,150
-148
| -3% | -$8.88K | 0.03% | 247 |
|
|
2017
Q4 | $261K | Buy |
4,298
+177
| +4% | +$10.7K | 0.03% | 242 |
|
|
2017
Q3 | $222K | Buy |
4,121
+23
| +0.6% | +$1.24K | 0.03% | 253 |
|
|
2017
Q2 | $206K | Sell |
4,098
-100
| -2% | -$5.03K | 0.03% | 264 |
|
|
2017
Q1 | $218K | Buy |
4,198
+50
| +1% | +$2.6K | 0.03% | 246 |
|
|
2016
Q4 | $230K | Hold |
4,148
| – | – | 0.03% | 239 |
|
|
2016
Q3 | $203K | Sell |
4,148
-20
| -0.5% | -$979 | 0.04% | 227 |
|
|
2016
Q2 | $211K | Buy |
+4,168
| New | +$211K | 0.06% | 220 |
|