Cambridge Investment Research Advisors’s Symbotic SYM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.23M Buy
31,687
+16,029
+102% +$623K ﹤0.01% 1795
2025
Q1
$316K Buy
15,658
+2,737
+21% +$55.2K ﹤0.01% 2823
2024
Q4
$306K Buy
12,921
+3,818
+42% +$90.4K ﹤0.01% 2814
2024
Q3
$222K Buy
+9,103
New +$222K ﹤0.01% 3066