Commonwealth Equity Services’s Symbotic SYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.79M | Sell |
46,019
-4,467
| -9% | -$174K | ﹤0.01% | 2068 |
|
|
2025
Q1 | $1.02M | Buy |
50,486
+1,814
| +4% | +$36.6K | ﹤0.01% | 2438 |
|
|
2024
Q4 | $1.15M | Buy |
48,672
+619
| +1% | +$14.7K | ﹤0.01% | 2286 |
|
|
2024
Q3 | $1.17M | Buy |
48,053
+17,057
| +55% | +$416K | ﹤0.01% | 2224 |
|
|
2024
Q2 | $1.09M | Buy |
30,996
+10,477
| +51% | +$368K | ﹤0.01% | 2216 |
|
|
2024
Q1 | $923K | Sell |
20,519
-23,525
| -53% | -$1.06M | ﹤0.01% | 2316 |
|
|
2023
Q4 | $2.26M | Buy |
44,044
+27,778
| +171% | +$1.43M | ﹤0.01% | 1618 |
|
|
2023
Q3 | $544K | Buy |
16,266
+6,743
| +71% | +$226K | ﹤0.01% | 2524 |
|
|
2023
Q2 | $408K | Buy |
+9,523
| New | +$408K | ﹤0.01% | 2791 |
|