Southeast Asset 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 | $245K | Sell |
3,230
-131
| -4% | -$9.92K | 0.03% | 177 |
|
|
2025
Q1 | $252K | Buy |
3,361
+131
| +4% | +$9.83K | 0.03% | 166 |
|
|
2024
Q4 | $247K | Hold |
3,230
| – | – | 0.03% | 152 |
|
|
2024
Q3 | $252K | Hold |
3,230
| – | – | 0.03% | 149 |
|
|
2024
Q2 | $231K | Hold |
3,230
| – | – | 0.03% | 152 |
|
|
2024
Q1 | $262K | Hold |
3,230
| – | – | 0.03% | 147 |
|
|
2023
Q4 | $236K | Hold |
3,230
| – | – | 0.03% | 152 |
|
|
2023
Q3 | $213K | Sell |
3,230
-77
| -2% | -$5.09K | 0.03% | 144 |
|
|
2023
Q2 | $245K | Hold |
3,307
| – | – | 0.03% | 139 |
|
|
2023
Q1 | $255K | Buy |
3,307
+77
| +2% | +$5.95K | 0.04% | 131 |
|
|
2022
Q4 | $247K | Sell |
3,230
-2,550
| -44% | -$195K | 0.04% | 122 |
|
|
2022
Q3 | $409K | Hold |
5,780
| – | – | 0.07% | 102 |
|
|
2022
Q2 | $490K | Hold |
5,780
| – | – | 0.08% | 103 |
|
|
2022
Q1 | $472K | Hold |
5,780
| – | – | 0.06% | 108 |
|
|
2021
Q4 | $454K | Sell |
5,780
-11
| -0.2% | -$864 | 0.06% | 110 |
|
|
2021
Q3 | $455K | Buy |
5,791
+11
| +0.2% | +$864 | 0.07% | 98 |
|
|
2021
Q2 | $449K | Hold |
5,780
| – | – | 0.07% | 102 |
|
|
2021
Q1 | $455K | Hold |
5,780
| – | – | 0.08% | 95 |
|
|
2020
Q4 | $429K | Hold |
5,780
| – | – | 0.09% | 97 |
|
|
2020
Q3 | $360K | Hold |
5,780
| – | – | 0.08% | 92 |
|
|
2020
Q2 | $316K | Sell |
5,780
-70
| -1% | -$3.83K | 0.08% | 97 |
|
|
2020
Q1 | $267K | Hold |
5,850
| – | – | 0.08% | 94 |
|
|
2019
Q4 | $500K | Hold |
5,850
| – | – | 0.12% | 80 |
|
|
2019
Q3 | $464K | Hold |
5,850
| – | – | 0.12% | 82 |
|
|
2019
Q2 | $414K | Hold |
5,850
| – | – | 0.11% | 84 |
|
|
2019
Q1 | $391K | Sell |
5,850
-750
| -11% | -$50.1K | 0.1% | 86 |
|
|
2018
Q4 | $414K | Hold |
6,600
| – | – | 0.12% | 76 |
|
|
2018
Q3 | $483K | Hold |
6,600
| – | – | 0.13% | 73 |
|
|
2018
Q2 | $451K | Sell |
6,600
-2,935
| -31% | -$201K | 0.13% | 72 |
|
|
2018
Q1 | $572K | Hold |
9,535
| – | – | 0.17% | 61 |
|
|
2017
Q4 | $579K | Hold |
9,535
| – | – | 0.18% | 65 |
|
|
2017
Q3 | $514K | Hold |
9,535
| – | – | 0.16% | 65 |
|
|
2017
Q2 | $480K | Buy |
9,535
+1,295
| +16% | +$65.2K | 0.16% | 64 |
|
|
2017
Q1 | $428K | Hold |
8,240
| – | – | 0.13% | 74 |
|
|
2016
Q4 | $456K | Hold |
8,240
| – | – | 0.14% | 70 |
|
|
2016
Q3 | $404K | Hold |
8,240
| – | – | 0.14% | 78 |
|
|
2016
Q2 | $418K | Hold |
8,240
| – | – | 0.14% | 77 |
|
|
2016
Q1 | $385K | Hold |
8,240
| – | – | 0.13% | 74 |
|
|
2015
Q4 | $338K | Buy |
8,240
+100
| +1% | +$4.1K | 0.11% | 73 |
|
|
2015
Q3 | $317K | Hold |
8,140
| – | – | 0.12% | 67 |
|
|
2015
Q2 | $294K | Hold |
8,140
| – | – | 0.1% | 73 |
|
|
2015
Q1 | $307K | Hold |
8,140
| – | – | 0.11% | 71 |
|
|
2014
Q4 | $323K | Hold |
8,140
| – | – | 0.12% | 74 |
|
|
2014
Q3 | $309K | Hold |
8,140
| – | – | 0.12% | 75 |
|
|
2014
Q2 | $305K | Hold |
8,140
| – | – | 0.11% | 80 |
|
|
2014
Q1 | $294K | Hold |
8,140
| – | – | 0.11% | 79 |
|
|
2013
Q4 | $294K | Hold |
8,140
| – | – | 0.12% | 82 |
|
|
2013
Q3 | $259K | Hold |
8,140
| – | – | 0.11% | 83 |
|
|
2013
Q2 | $278K | Buy |
+8,140
| New | +$278K | 0.13% | 66 |
|