Summit Financial Group’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,247
| Closed | -$241K | – | 185 |
|
|
2023
Q2 | $241K | Sell |
3,247
-1,000
| -24% | -$74.2K | 0.09% | 174 |
|
|
2023
Q1 | $328K | Hold |
4,247
| – | – | 0.12% | 148 |
|
|
2022
Q4 | $325K | Hold |
4,247
| – | – | 0.13% | 151 |
|
|
2022
Q3 | $300K | Hold |
4,247
| – | – | 0.12% | 149 |
|
|
2022
Q2 | $360K | Hold |
4,247
| – | – | 0.14% | 143 |
|
|
2022
Q1 | $347K | Hold |
4,247
| – | – | 0.12% | 151 |
|
|
2021
Q4 | $333K | Hold |
4,247
| – | – | 0.11% | 162 |
|
|
2021
Q3 | $333K | Hold |
4,247
| – | – | 0.12% | 155 |
|
|
2021
Q2 | $330K | Buy |
4,247
+260
| +7% | +$20.2K | 0.12% | 153 |
|
|
2021
Q1 | $314K | Sell |
3,987
-54
| -1% | -$4.25K | 0.13% | 142 |
|
|
2020
Q4 | $300K | Hold |
4,041
| – | – | 0.13% | 128 |
|
|
2020
Q3 | $251K | Hold |
4,041
| – | – | 0.12% | 130 |
|
|
2020
Q2 | $221K | Buy |
+4,041
| New | +$221K | 0.12% | 143 |
|
|
2020
Q1 | – | Sell |
-3,951
| Closed | -$338K | – | 156 |
|
|
2019
Q4 | $338K | Sell |
3,951
-273
| -6% | -$23.4K | 0.16% | 108 |
|
|
2019
Q3 | $335K | Buy |
+4,224
| New | +$335K | 0.17% | 107 |
|
|
2018
Q4 | – | Sell |
-3,870
| Closed | -$283K | – | 116 |
|
|
2018
Q3 | $283K | Hold |
3,870
| – | – | 0.21% | 99 |
|
|
2018
Q2 | $264K | Sell |
3,870
-710
| -16% | -$48.4K | 0.21% | 103 |
|
|
2018
Q1 | $275K | Hold |
4,580
| – | – | 0.22% | 103 |
|
|
2017
Q4 | $278K | Sell |
4,580
-50
| -1% | -$3.04K | 0.23% | 98 |
|
|
2017
Q3 | $250K | Sell |
4,630
-300
| -6% | -$16.2K | 0.21% | 103 |
|
|
2017
Q2 | $248K | Buy |
+4,930
| New | +$248K | 0.21% | 104 |
|