SOA Wealth 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 | $12.9K | Hold |
170
| – | – | ﹤0.01% | 568 |
|
|
2025
Q1 | $12.8K | Hold |
170
| – | – | ﹤0.01% | 534 |
|
|
2024
Q4 | $13K | Hold |
170
| – | – | ﹤0.01% | 521 |
|
|
2024
Q3 | $13.3K | Hold |
170
| – | – | ﹤0.01% | 505 |
|
|
2024
Q2 | $12.1K | Sell |
170
-2
| -1% | -$143 | ﹤0.01% | 512 |
|
|
2024
Q1 | $14K | Hold |
172
| – | – | ﹤0.01% | 495 |
|
|
2023
Q4 | $12.6K | Hold |
172
| – | – | ﹤0.01% | 490 |
|
|
2023
Q3 | $11.4K | Hold |
172
| – | – | ﹤0.01% | 507 |
|
|
2023
Q2 | $12.8K | Hold |
172
| – | – | ﹤0.01% | 501 |
|
|
2023
Q1 | $13.3K | Hold |
172
| – | – | ﹤0.01% | 495 |
|
|
2022
Q4 | $13.1K | Sell |
172
-1
| -0.6% | -$76 | ﹤0.01% | 480 |
|
|
2022
Q3 | $12K | Hold |
173
| – | – | ﹤0.01% | 487 |
|
|
2022
Q2 | $14K | Sell |
173
-59
| -25% | -$4.78K | ﹤0.01% | 447 |
|
|
2022
Q1 | $18K | Hold |
232
| – | – | ﹤0.01% | 490 |
|
|
2021
Q4 | $18K | Hold |
232
| – | – | ﹤0.01% | 461 |
|
|
2021
Q3 | $18K | Hold |
232
| – | – | ﹤0.01% | 478 |
|
|
2021
Q2 | $18K | Sell |
232
-144
| -38% | -$11.2K | ﹤0.01% | 480 |
|
|
2021
Q1 | $29K | Sell |
376
-32
| -8% | -$2.47K | 0.01% | 342 |
|
|
2020
Q4 | $31K | Buy |
+408
| New | +$31K | 0.01% | 327 |
|