Allworth Financial’s Symbotic SYM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$12.9K Buy
331
+275
+491% +$10.7K ﹤0.01% 2765
2025
Q1
$1.24K Sell
56
-9
-14% -$199 ﹤0.01% 3387
2024
Q4
$2.16K Buy
+65
New +$2.16K ﹤0.01% 3127