CAPTRUST Financial Advisors’s Symbotic SYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $411K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $208K | Sell |
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|
2024
Q3 | $266K | Sell |
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|
2024
Q2 | $1.85M | Buy |
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|
2024
Q1 | $2.2M | Buy |
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|
2023
Q4 | $1.78M | Buy |
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|
2023
Q3 | $748K | Buy |
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|
2023
Q2 | $317K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $22K | Hold |
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|
2022
Q1 | $20K | Buy |
|