D.A. Davidson & Co’s Symbotic SYM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-31,468	Closed	-$1.11M	–	1426
2024 Q2	$1.11M	Buy	31,468 +3,643	+13%	+$128K	0.01%	702
2024 Q1	$1.25M	Buy	+27,825	New	+$1.25M	0.01%	664