United Capital Financial Advisors’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.73M | Sell |
22,784
-2,413
| -10% | -$183K | 0.01% | 470 |
|
2025
Q1 | $1.89M | Buy |
25,197
+636
| +3% | +$47.7K | 0.02% | 433 |
|
2024
Q4 | $1.88M | Sell |
24,561
-42
| -0.2% | -$3.21K | 0.02% | 428 |
|
2024
Q3 | $1.92M | Buy |
24,603
+748
| +3% | +$58.4K | 0.02% | 427 |
|
2024
Q2 | $1.7M | Sell |
23,855
-186
| -0.8% | -$13.3K | 0.01% | 432 |
|
2024
Q1 | $1.95M | Buy |
24,041
+8,406
| +54% | +$682K | 0.02% | 432 |
|
2023
Q4 | $1.14M | Buy |
15,635
+6,880
| +79% | +$503K | 0.01% | 523 |
|
2023
Q3 | $578K | Sell |
8,755
-3,035
| -26% | -$200K | ﹤0.01% | 618 |
|
2023
Q2 | $875K | Sell |
11,790
-3,914
| -25% | -$290K | ﹤0.01% | 581 |
|
2023
Q1 | $1.21M | Sell |
15,704
-8,850
| -36% | -$684K | 0.01% | 531 |
|
2022
Q4 | $1.88M | Buy |
24,554
+797
| +3% | +$60.9K | 0.01% | 493 |
|
2022
Q3 | $1.68M | Sell |
23,757
-1,063
| -4% | -$75.2K | 0.01% | 504 |
|
2022
Q2 | $2.1M | Buy |
24,820
+2,405
| +11% | +$204K | 0.01% | 481 |
|
2022
Q1 | $1.83M | Sell |
22,415
-1,406
| -6% | -$115K | 0.01% | 537 |
|
2021
Q4 | $1.87M | Buy |
23,821
+9
| +0% | +$707 | 0.01% | 549 |
|
2021
Q3 | $1.87M | Sell |
23,812
-1,092
| -4% | -$85.7K | 0.01% | 538 |
|
2021
Q2 | $1.94M | Buy |
24,904
+7,992
| +47% | +$621K | 0.01% | 546 |
|
2021
Q1 | $1.33M | Sell |
16,912
-1,903
| -10% | -$150K | 0.01% | 595 |
|
2020
Q4 | $1.4M | Sell |
18,815
-1,003
| -5% | -$74.5K | 0.01% | 586 |
|
2020
Q3 | $1.23M | Sell |
19,818
-1,287
| -6% | -$80.1K | 0.01% | 598 |
|
2020
Q2 | $1.15M | Sell |
21,105
-674
| -3% | -$36.9K | 0.01% | 616 |
|
2020
Q1 | $994K | Sell |
21,779
-3,536
| -14% | -$161K | 0.01% | 631 |
|
2019
Q4 | $2.17M | Buy |
25,315
+1,850
| +8% | +$158K | 0.01% | 590 |
|
2019
Q3 | $1.86M | Buy |
23,465
+423
| +2% | +$33.6K | 0.01% | 595 |
|
2019
Q2 | $1.63M | Buy |
23,042
+1,871
| +9% | +$132K | 0.01% | 669 |
|
2019
Q1 | $1.4M | Sell |
21,171
-339
| -2% | -$22.5K | 0.01% | 677 |
|
2018
Q4 | $1.35M | Buy |
21,510
+2,542
| +13% | +$159K | 0.01% | 643 |
|
2018
Q3 | $1.39M | Sell |
18,968
-523
| -3% | -$38.3K | 0.01% | 686 |
|
2018
Q2 | $1.33M | Sell |
19,491
-128
| -0.7% | -$8.74K | 0.01% | 690 |
|
2018
Q1 | $1.18M | Sell |
19,619
-794
| -4% | -$47.6K | 0.01% | 734 |
|
2017
Q4 | $1.24M | Buy |
20,413
+461
| +2% | +$28K | 0.01% | 730 |
|
2017
Q3 | $1.08M | Buy |
19,952
+4,643
| +30% | +$250K | 0.01% | 761 |
|
2017
Q2 | $771K | Sell |
15,309
-1,985
| -11% | -$100K | 0.01% | 833 |
|
2017
Q1 | $898K | Sell |
17,294
-3,965
| -19% | -$206K | 0.01% | 770 |
|
2016
Q4 | $1.18M | Sell |
21,259
-10,261
| -33% | -$568K | 0.01% | 702 |
|
2016
Q3 | $1.55M | Sell |
31,520
-72,129
| -70% | -$3.54M | 0.02% | 657 |
|
2016
Q2 | $5.29M | Buy |
103,649
+34,515
| +50% | +$1.76M | 0.05% | 357 |
|
2016
Q1 | $3.23M | Sell |
69,134
-107,053
| -61% | -$5M | 0.04% | 431 |
|
2015
Q4 | $7.22M | Buy |
176,187
+13,709
| +8% | +$562K | 0.08% | 265 |
|
2015
Q3 | $6.33M | Buy |
162,478
+141,241
| +665% | +$5.5M | 0.08% | 268 |
|
2015
Q2 | $767K | Sell |
21,237
-32,963
| -61% | -$1.19M | 0.01% | 780 |
|
2015
Q1 | $2.01M | Buy |
54,200
+17,077
| +46% | +$632K | 0.02% | 551 |
|
2014
Q4 | $1.47M | Buy |
37,123
+11,374
| +44% | +$451K | 0.02% | 546 |
|
2014
Q3 | $977K | Buy |
25,749
+5,167
| +25% | +$196K | 0.02% | 608 |
|
2014
Q2 | $771K | Buy |
20,582
+13,908
| +208% | +$521K | 0.01% | 608 |
|
2014
Q1 | $241K | Buy |
+6,674
| New | +$241K | 0.01% | 836 |
|