Summit Securities Group’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.7K | Buy |
+326
| New | +$24.7K | ﹤0.01% | 552 |
|
|
2023
Q3 | – | Sell |
-662
| Closed | -$49K | – | 820 |
|
|
2023
Q2 | $49K | Sell |
662
-332
| -33% | -$24.6K | 0.01% | 303 |
|
|
2023
Q1 | $77K | Sell |
994
-419
| -30% | -$32.5K | 0.01% | 227 |
|
|
2022
Q4 | $108K | Sell |
1,413
-8,340
| -86% | -$637K | ﹤0.01% | 392 |
|
|
2022
Q3 | $690K | Buy |
9,753
+7,589
| +351% | +$537K | 0.05% | 109 |
|
|
2022
Q2 | $183K | Buy |
2,164
+356
| +20% | +$30.1K | 0.02% | 187 |
|
|
2022
Q1 | $148K | Sell |
1,808
-9,446
| -84% | -$773K | 0.02% | 275 |
|
|
2021
Q4 | $884K | Sell |
11,254
-346
| -3% | -$27.2K | 0.04% | 149 |
|
|
2021
Q3 | $911K | Buy |
11,600
+6,983
| +151% | +$548K | 0.07% | 128 |
|
|
2021
Q2 | $359K | Buy |
4,617
+17
| +0.4% | +$1.32K | 0.03% | 223 |
|
|
2021
Q1 | $362K | Sell |
4,600
-500
| -10% | -$39.3K | 0.04% | 178 |
|
|
2020
Q4 | $379K | Sell |
5,100
-3,200
| -39% | -$238K | 0.03% | 180 |
|
|
2020
Q3 | $516K | Buy |
+8,300
| New | +$516K | 0.05% | 80 |
|
|
2020
Q1 | – | Sell |
-21,700
| Closed | -$1.86M | – | 250 |
|
|
2019
Q4 | $1.86M | Buy |
+21,700
| New | +$1.86M | 0.14% | 61 |
|
|
2018
Q1 | – | Sell |
-4,800
| Closed | -$292K | – | 167 |
|
|
2017
Q4 | $292K | Buy |
4,800
+400
| +9% | +$24.3K | 0.03% | 128 |
|
|
2017
Q3 | $237K | Buy |
+4,400
| New | +$237K | 0.04% | 97 |
|
|
2016
Q1 | – | Sell |
-11,000
| Closed | -$451K | – | 328 |
|
|
2015
Q4 | $451K | Buy |
11,000
+9,300
| +547% | +$381K | 0.15% | 103 |
|
|
2015
Q3 | $66K | Buy |
1,700
+1,300
| +325% | +$50.5K | 0.05% | 131 |
|
|
2015
Q2 | $14K | Buy |
+400
| New | +$14K | 0.01% | 346 |
|
|
2015
Q1 | – | Sell |
-15,500
| Closed | -$615K | – | 506 |
|
|
2014
Q4 | $615K | Buy |
15,500
+7,000
| +82% | +$278K | 0.18% | 93 |
|
|
2014
Q3 | $323K | Buy |
8,500
+1,700
| +25% | +$64.6K | 0.09% | 151 |
|
|
2014
Q2 | $255K | Buy |
+6,800
| New | +$255K | 0.09% | 139 |
|
|
2014
Q1 | – | Sell |
-4,400
| Closed | -$159K | – | 467 |
|
|
2013
Q4 | $159K | Buy |
+4,400
| New | +$159K | 0.03% | 186 |
|