Farther Finance 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 | $68.6K | Buy |
1,765
+342
| +24% | +$13.3K | ﹤0.01% | 1966 |
|
|
2025
Q1 | $29.7K | Sell |
1,423
-40
| -3% | -$836 | ﹤0.01% | 2160 |
|
|
2024
Q4 | $34.7K | Buy |
1,463
+242
| +20% | +$5.74K | ﹤0.01% | 1831 |
|
|
2024
Q3 | $29.8K | Sell |
1,221
-792
| -39% | -$19.3K | ﹤0.01% | 1901 |
|
|
2024
Q2 | $71.4K | Buy |
2,013
+165
| +9% | +$5.85K | ﹤0.01% | 1262 |
|
|
2024
Q1 | $84K | Buy |
1,848
+444
| +32% | +$20.2K | 0.01% | 998 |
|
|
2023
Q4 | $72.1K | Buy |
1,404
+693
| +97% | +$35.6K | 0.01% | 903 |
|
|
2023
Q3 | $23.8K | Buy |
+711
| New | +$23.8K | ﹤0.01% | 1040 |
|