Steward Partners Investment Advisory’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.54M | Sell |
20,379
-711
| -3% | -$53.9K | 0.01% | 814 |
|
2025
Q1 | $1.58M | Buy |
21,090
+679
| +3% | +$51K | 0.01% | 741 |
|
2024
Q4 | $1.56M | Buy |
20,411
+1,208
| +6% | +$92.4K | 0.01% | 715 |
|
2024
Q3 | $1.5M | Sell |
19,203
-150
| -0.8% | -$11.7K | 0.01% | 723 |
|
2024
Q2 | $1.38M | Sell |
19,353
-1,987
| -9% | -$142K | 0.01% | 704 |
|
2024
Q1 | $1.73M | Buy |
21,340
+1,089
| +5% | +$88.4K | 0.02% | 620 |
|
2023
Q4 | $1.48M | Sell |
20,251
-4,856
| -19% | -$355K | 0.02% | 596 |
|
2023
Q3 | $1.66M | Buy |
25,107
+5,487
| +28% | +$362K | 0.03% | 515 |
|
2023
Q2 | $1.46M | Sell |
19,620
-5,019
| -20% | -$372K | 0.02% | 569 |
|
2023
Q1 | $1.9M | Sell |
24,639
-10,186
| -29% | -$787K | 0.03% | 475 |
|
2022
Q4 | $2.66M | Buy |
34,825
+2,459
| +8% | +$188K | 0.05% | 375 |
|
2022
Q3 | $2.29M | Sell |
32,366
-1,870
| -5% | -$132K | 0.04% | 389 |
|
2022
Q2 | $2.9M | Buy |
34,236
+5,113
| +18% | +$433K | 0.05% | 345 |
|
2022
Q1 | $2.38M | Buy |
29,123
+1,596
| +6% | +$130K | 0.04% | 427 |
|
2021
Q4 | $2.16M | Sell |
27,527
-1,590
| -5% | -$125K | 0.03% | 476 |
|
2021
Q3 | $2.29M | Sell |
29,117
-540
| -2% | -$42.4K | 0.04% | 418 |
|
2021
Q2 | $2.31M | Sell |
29,657
-6,429
| -18% | -$500K | 0.04% | 416 |
|
2021
Q1 | $2.84M | Buy |
36,086
+10,088
| +39% | +$794K | 0.05% | 351 |
|
2020
Q4 | $1.93M | Sell |
25,998
-1,392
| -5% | -$103K | 0.04% | 374 |
|
2020
Q3 | $1.7M | Buy |
27,390
+3,158
| +13% | +$196K | 0.04% | 355 |
|
2020
Q2 | $1.33M | Sell |
24,232
-5,914
| -20% | -$323K | 0.04% | 384 |
|
2020
Q1 | $1.38M | Buy |
30,146
+2,067
| +7% | +$94.3K | 0.05% | 322 |
|
2019
Q4 | $2.4M | Buy |
28,079
+6,364
| +29% | +$544K | 0.07% | 276 |
|
2019
Q3 | $1.72M | Buy |
21,715
+871
| +4% | +$69.2K | 0.06% | 298 |
|
2019
Q2 | $1.47M | Buy |
20,844
+783
| +4% | +$55.4K | 0.05% | 308 |
|
2019
Q1 | $1.34M | Buy |
20,061
+692
| +4% | +$46.2K | 0.06% | 305 |
|
2018
Q4 | $1.21M | Buy |
19,369
+711
| +4% | +$44.5K | 0.06% | 302 |
|
2018
Q3 | $1.37M | Buy |
18,658
+2,614
| +16% | +$192K | 0.07% | 279 |
|
2018
Q2 | $1.1M | Buy |
16,044
+2,199
| +16% | +$150K | 0.07% | 279 |
|
2018
Q1 | $830K | Sell |
13,845
-3,016
| -18% | -$181K | 0.06% | 302 |
|
2017
Q4 | $1.02M | Buy |
16,861
+429
| +3% | +$26K | 0.08% | 228 |
|
2017
Q3 | $886K | Buy |
16,432
+761
| +5% | +$41K | 0.09% | 199 |
|
2017
Q2 | $788K | Buy |
15,671
+10,362
| +195% | +$521K | 0.09% | 207 |
|
2017
Q1 | $275K | Buy |
5,309
+4,475
| +537% | +$232K | 0.04% | 285 |
|
2016
Q4 | $46K | Buy |
+834
| New | +$46K | 0.02% | 330 |
|