SFSG
Sound Financial Strategies Group’s Sysco SYY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $782K | Buy |
10,325
+297
| +3% | +$22.5K | 0.66% | 43 |
|
|
2025
Q1 | $753K | Sell |
10,028
-1,084
| -10% | -$81.3K | 0.67% | 46 |
|
|
2024
Q4 | $850K | Buy |
11,112
+1,595
| +17% | +$122K | 0.71% | 38 |
|
|
2024
Q3 | $743K | Buy |
9,517
+293
| +3% | +$22.9K | 0.6% | 53 |
|
|
2024
Q2 | $659K | Buy |
+9,224
| New | +$659K | 0.57% | 54 |
|
|
2023
Q1 | – | Sell |
-12,077
| Closed | -$923K | – | 79 |
|
|
2022
Q4 | $923K | Buy |
+12,077
| New | +$923K | 0.67% | 43 |
|
|
2022
Q3 | – | Sell |
-13,181
| Closed | -$1.12M | – | 47 |
|
|
2022
Q2 | $1.12M | Buy |
+13,181
| New | +$1.12M | 0.88% | 20 |
|
|
2022
Q1 | – | Sell |
-7,813
| Closed | -$614K | – | 104 |
|
|
2021
Q4 | $614K | Sell |
7,813
-146
| -2% | -$11.5K | 0.31% | 64 |
|
|
2021
Q3 | $625K | Sell |
7,959
-12
| -0.2% | -$942 | 0.31% | 46 |
|
|
2021
Q2 | $620K | Buy |
7,971
+333
| +4% | +$25.9K | 0.31% | 51 |
|
|
2021
Q1 | $601K | Buy |
+7,638
| New | +$601K | 0.31% | 46 |
|
|
2020
Q4 | – | Sell |
-16,101
| Closed | -$1M | – | 104 |
|
|
2020
Q3 | $1M | Sell |
16,101
-253
| -2% | -$15.7K | 0.64% | 16 |
|
|
2020
Q2 | $894K | Sell |
16,354
-70
| -0.4% | -$3.83K | 0.58% | 18 |
|
|
2020
Q1 | $749K | Sell |
16,424
-13,246
| -45% | -$604K | 0.51% | 21 |
|
|
2019
Q4 | $2.54M | Buy |
+29,670
| New | +$2.54M | 1.61% | 10 |
|