Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-17,113
Closed -$1.3M 1971
2025
Q2
$1.3M Buy
+17,113
New +$1.24M 0.16% 156
2024
Q4
Hold
0
3274
2024
Q3
Hold
0
3752
2024
Q2
Hold
0
3795
2024
Q1
Sell
-3,842
Closed -$303K 3813
2023
Q4
$281K Buy
3,842
+49
+1% +$3.38K 0.01% 2064
2023
Q3
$251K Sell
3,793
-2,035
-35% -$146K 0.01% 2111
2023
Q2
$432K Sell
5,828
-1,411
-19% -$104K 0.04% 1544
2023
Q1
$559K Buy
+7,239
New +$556K 0.05% 1192
2022
Q4
Sell
-17,808
Closed -$1.26M 3429
2022
Q3
$1.26M Buy
17,808
+12,879
+261% +$1.07M 0.18% 538
2022
Q2
$418K Buy
+4,929
New +$413K 0.07% 1040
2022
Q1
Hold
0
2625
2021
Q4
Hold
0
2107
2021
Q3
Sell
-4,329
Closed -$330K 2089
2021
Q2
$337K Buy
+4,329
New +$350K 0.08% 905
2021
Q1
Sell
-2,832
Closed -$210K 1895
2020
Q4
$210K Buy
+2,832
New +$195K 0.05% 1363
2020
Q3
Hold
0
1861
2020
Q2
Hold
0
1943
2020
Q1
Sell
-2,349
Closed -$163K 2575
2019
Q4
$201K Buy
+2,349
New +$190K 0.02% 2092
2019
Q3
Hold
0
2667
2019
Q2
Hold
0
2611
2019
Q1
Sell
-5,312
Closed -$346K 2568
2018
Q4
$333K Buy
+5,312
New +$358K 0.05% 1276
2018
Q3
Sell
-3,869
Closed -$279K 3159
2018
Q2
$264K Buy
+3,869
New +$247K 0.02% 2156
2018
Q1
Hold
0
3094
2017
Q2
Sell
-4,564
Closed -$237K 1168
2017
Q1
$237K Buy
+4,564
New +$242K 0.05% 513
2016
Q4
Sell
-5,950
Closed -$292K 932
2016
Q3
$292K Sell
5,950
-11,157
-65% -$573K 0.1% 297
2016
Q2
$868K Buy
+17,107
New +$828K 0.47% 43

Other funds holding SYY