TFA
Transamerica Financial Advisors’s Sysco SYY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $169K | Sell |
2,235
-95
| -4% | -$7.19K | 0.02% | 234 |
|
|
2025
Q1 | $175K | Sell |
2,330
-21
| -0.9% | -$1.58K | 0.02% | 231 |
|
|
2024
Q4 | $180K | Buy |
2,351
+5
| +0.2% | +$383 | 0.02% | 224 |
|
|
2024
Q3 | $184K | Buy |
2,346
+383
| +20% | +$30K | 0.02% | 234 |
|
|
2024
Q2 | $141K | Hold |
1,963
| – | – | 0.02% | 215 |
|
|
2024
Q1 | $160K | Sell |
1,963
-2,162
| -52% | -$176K | 0.02% | 224 |
|
|
2023
Q4 | $302K | Sell |
4,125
-966
| -19% | -$70.7K | 0.04% | 215 |
|
|
2023
Q3 | $337K | Sell |
5,091
-437
| -8% | -$28.9K | 0.05% | 188 |
|
|
2023
Q2 | $411K | Buy |
5,528
+1,700
| +44% | +$126K | 0.05% | 189 |
|
|
2023
Q1 | $296K | Buy |
3,828
+451
| +13% | +$34.9K | 0.04% | 211 |
|
|
2022
Q4 | $259K | Sell |
3,377
-399
| -11% | -$30.6K | 0.04% | 211 |
|
|
2022
Q3 | $267K | Buy |
3,776
+354
| +10% | +$25K | 0.04% | 197 |
|
|
2022
Q2 | $290K | Buy |
+3,422
| New | +$290K | 0.04% | 199 |
|
|
2020
Q3 | – | Sell |
-217
| Closed | -$12K | – | 452 |
|
|
2020
Q2 | $12K | Buy |
+217
| New | +$12K | ﹤0.01% | 244 |
|
|
2020
Q1 | – | Sell |
-4
| Closed | -$1K | – | 142 |
|
|
2019
Q4 | $1K | Buy |
+4
| New | +$1K | 0.01% | 119 |
|
|
2019
Q3 | – | Sell |
-11,102
| Closed | -$786K | – | 470 |
|
|
2019
Q2 | $786K | Buy |
+11,102
| New | +$786K | 0.17% | 99 |
|
|
2019
Q1 | – | Sell |
-7,964
| Closed | -$499K | – | 411 |
|
|
2018
Q4 | $499K | Sell |
7,964
-10,720
| -57% | -$672K | 0.13% | 105 |
|
|
2018
Q3 | $1.37M | Sell |
18,684
-504
| -3% | -$36.9K | 0.29% | 82 |
|
|
2018
Q2 | $1.31M | Sell |
19,188
-139,877
| -88% | -$9.56M | 0.29% | 81 |
|
|
2018
Q1 | $9.54M | Buy |
159,065
+16,024
| +11% | +$961K | 1.41% | 10 |
|
|
2017
Q4 | $8.69M | Sell |
143,041
-2,414
| -2% | -$147K | 1.15% | 15 |
|
|
2017
Q3 | $7.85M | Sell |
145,455
-3,767
| -3% | -$203K | 0.97% | 23 |
|
|
2017
Q2 | $7.51M | Sell |
149,222
-2,739
| -2% | -$138K | 1.02% | 27 |
|
|
2017
Q1 | $7.89M | Sell |
151,961
-829
| -0.5% | -$43K | 0.94% | 24 |
|
|
2016
Q4 | $8.46M | Buy |
152,790
+479
| +0.3% | +$26.5K | 1.01% | 22 |
|
|
2016
Q3 | $7.47M | Buy |
152,311
+13,637
| +10% | +$668K | 0.81% | 35 |
|
|
2016
Q2 | $7.04M | Sell |
138,674
-977
| -0.7% | -$49.6K | 0.71% | 34 |
|
|
2016
Q1 | $6.53M | Buy |
139,651
+17,236
| +14% | +$805K | 0.55% | 37 |
|
|
2015
Q4 | $5.02M | Buy |
122,415
+7,346
| +6% | +$301K | 0.37% | 51 |
|
|
2015
Q3 | $4.49M | Buy |
115,069
+3,550
| +3% | +$138K | 0.36% | 49 |
|
|
2015
Q2 | $4.03M | Buy |
111,519
+8,362
| +8% | +$302K | 0.29% | 68 |
|
|
2015
Q1 | $3.89M | Buy |
103,157
+39,869
| +63% | +$1.5M | 0.27% | 59 |
|
|
2014
Q4 | $2.51M | Buy |
63,288
+6,548
| +12% | +$260K | 0.2% | 72 |
|
|
2014
Q3 | $2.15M | Buy |
56,740
+555
| +1% | +$21.1K | 0.19% | 75 |
|
|
2014
Q2 | $2.1M | Buy |
56,185
+30,453
| +118% | +$1.14M | 0.18% | 77 |
|
|
2014
Q1 | $930K | Buy |
25,732
+23,773
| +1,214% | +$859K | 0.09% | 109 |
|
|
2013
Q4 | $71K | Buy |
1,959
+1,882
| +2,444% | +$68.2K | 0.01% | 305 |
|
|
2013
Q3 | $3K | Hold |
77
| – | – | ﹤0.01% | 529 |
|
|
2013
Q2 | $3K | Buy |
+77
| New | +$3K | ﹤0.01% | 509 |
|