Cetera Investment Advisers’s Symbotic SYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Sell |
28,011
-33,663
| -55% | -$1.31M | ﹤0.01% | 2310 |
|
|
2025
Q1 | $1.25M | Buy |
61,674
+37,053
| +150% | +$749K | ﹤0.01% | 2092 |
|
|
2024
Q4 | $584K | Buy |
24,621
+1,332
| +6% | +$31.6K | ﹤0.01% | 2561 |
|
|
2024
Q3 | $568K | Sell |
23,289
-2,548
| -10% | -$62.1K | ﹤0.01% | 2545 |
|
|
2024
Q2 | $908K | Buy |
25,837
+4,271
| +20% | +$150K | ﹤0.01% | 2146 |
|
|
2024
Q1 | $970K | Buy |
+21,566
| New | +$970K | ﹤0.01% | 2090 |
|