Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$369K Sell
4,476
-44
-1% -$3.52K ﹤0.01% 763
2025
Q2
$343K Buy
4,520
+839
+23% +$60.9K ﹤0.01% 760
2025
Q1
$276K Buy
3,681
+157
+4% +$11.5K ﹤0.01% 783
2024
Q4
$270K Sell
3,524
-714
-17% -$54.7K ﹤0.01% 777
2024
Q3
$331K Buy
4,238
+543
+15% +$40.8K ﹤0.01% 773
2024
Q2
$264K Sell
3,695
-98
-3% -$7.32K ﹤0.01% 761
2024
Q1
$308K Sell
3,793
-418
-10% -$32.9K ﹤0.01% 739
2023
Q4
$308K Sell
4,211
-191
-4% -$13.2K ﹤0.01% 715
2023
Q3
$291K Sell
4,402
-253
-5% -$18.2K ﹤0.01% 731
2023
Q2
$345K Sell
4,655
-3,361
-42% -$249K ﹤0.01% 697
2023
Q1
$619K Sell
8,016
-1,426
-15% -$109K 0.01% 558
2022
Q4
$722K Buy
9,442
+1,455
+18% +$118K 0.01% 529
2022
Q3
$568K Sell
7,987
-39
-0.5% -$3.25K 0.01% 549
2022
Q2
$678K Buy
8,026
+1,604
+25% +$134K 0.01% 503
2022
Q1
$523K Sell
6,422
-1,574
-20% -$127K 0.01% 609
2021
Q4
$629K Buy
7,996
+2,099
+36% +$162K 0.01% 570
2021
Q3
$464K Buy
5,897
+10
+0.2% +$763 ﹤0.01% 625
2021
Q2
$461K Sell
5,887
-112
-2% -$9.04K ﹤0.01% 636
2021
Q1
$474K Sell
5,999
-1,928
-24% -$149K 0.01% 565
2020
Q4
$587K Sell
7,927
-1,147
-13% -$78.9K 0.01% 505
2020
Q3
$562K Sell
9,074
-4,061
-31% -$236K 0.01% 467
2020
Q2
$720K Sell
13,135
-95,637
-88% -$5.03M 0.01% 386
2020
Q1
$4.96M Buy
108,772
+44,242
+69% +$3.06M 0.07% 153
2019
Q4
$5.52M Buy
64,530
+3,630
+6% +$294K 0.08% 138
2019
Q3
$4.84M Buy
60,900
+3,589
+6% +$263K 0.07% 139
2019
Q2
$4.05M Buy
57,311
+9,986
+21% +$711K 0.06% 148
2019
Q1
$3.16M Buy
47,325
+39,032
+471% +$2.54M 0.05% 169
2018
Q4
$521K Buy
8,293
+602
+8% +$40.6K 0.01% 415
2018
Q3
$561K Buy
7,691
+218
+3% +$15.7K 0.01% 437
2018
Q2
$510K Sell
7,473
-198
-3% -$12.6K 0.01% 430
2018
Q1
$460K Buy
+7,671
New +$464K 0.01% 444
2017
Q3
Sell
-5,972
Closed -$302K 733
2017
Q2
$302K Buy
5,972
+1,051
+21% +$56.1K 0.01% 494
2017
Q1
$254K Buy
4,921
+426
+9% +$22.6K 0.01% 483
2016
Q4
$250K Sell
4,495
-214
-5% -$11.1K 0.01% 471
2016
Q3
$230K Buy
4,709
+4,099
+672% +$211K 0.01% 472
2016
Q2
$31K Buy
610
+110
+22% +$5.32K ﹤0.01% 719
2016
Q1
$24K Buy
500
+275
+122% +$11.9K ﹤0.01% 743
2015
Q4
$9K Buy
225
+100
+80% +$4.1K ﹤0.01% 864
2015
Q3
$5K Sell
125
-8,800
-99% -$336K ﹤0.01% 880
2015
Q2
$323K Hold
8,925
0.01% 381
2015
Q1
$337K Sell
8,925
-100
-1% -$3.94K 0.01% 392
2014
Q4
$358K Sell
9,025
-175
-2% -$6.78K 0.01% 384
2014
Q3
$350K Sell
9,200
-4,525
-33% -$169K 0.01% 375
2014
Q2
$514K Hold
13,725
0.01% 322
2014
Q1
$496K Sell
13,725
-200
-1% -$7.18K 0.01% 321
2013
Q4
$502K Hold
13,925
0.01% 302
2013
Q3
$443K Buy
13,925
+350
+3% +$11.7K 0.01% 308
2013
Q2
$464K Buy
+13,575
New +$467K 0.01% 300

Other funds holding SYY