Strategic Investment 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 | $416K | Sell |
5,557
-1,131
| -17% | -$84.7K | 0.04% | 178 |
|
|
2025
Q1 | $502K | Sell |
6,688
-507
| -7% | -$38K | 0.05% | 165 |
|
|
2024
Q4 | $550K | Sell |
7,195
-842
| -10% | -$64.4K | 0.06% | 163 |
|
|
2024
Q3 | $627K | Sell |
8,037
-647
| -7% | -$50.5K | 0.07% | 157 |
|
|
2024
Q2 | $620K | Buy |
8,684
+103
| +1% | +$7.35K | 0.08% | 155 |
|
|
2024
Q1 | $697K | Sell |
8,581
-771
| -8% | -$62.6K | 0.09% | 141 |
|
|
2023
Q4 | $684K | Sell |
9,352
-4,413
| -32% | -$323K | 0.1% | 138 |
|
|
2023
Q3 | $909K | Sell |
13,765
-214
| -2% | -$14.1K | 0.15% | 101 |
|
|
2023
Q2 | $1.04M | Buy |
13,979
+10,096
| +260% | +$749K | 0.14% | 70 |
|
|
2023
Q1 | $300K | Buy |
3,883
+5
| +0.1% | +$386 | 0.05% | 204 |
|
|
2022
Q4 | $296K | Buy |
+3,878
| New | +$296K | 0.06% | 189 |
|
|
2022
Q3 | – | Sell |
-2,493
| Closed | -$211K | – | 210 |
|
|
2022
Q2 | $211K | Buy |
+2,493
| New | +$211K | 0.04% | 201 |
|
|
2021
Q1 | – | Sell |
-6,855
| Closed | -$509K | – | 211 |
|
|
2020
Q4 | $509K | Buy |
+6,855
| New | +$509K | 0.15% | 120 |
|
|
2020
Q1 | – | Sell |
-4,801
| Closed | -$411K | – | 163 |
|
|
2019
Q4 | $411K | Buy |
4,801
+1,169
| +32% | +$100K | 0.17% | 100 |
|
|
2019
Q3 | $288K | Buy |
3,632
+362
| +11% | +$28.7K | 0.14% | 117 |
|
|
2019
Q2 | $231K | Buy |
+3,270
| New | +$231K | 0.13% | 125 |
|