HighTower 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 | $1.1M | Sell |
28,212
-5,743
| -17% | -$223K | ﹤0.01% | 1949 |
|
|
2025
Q1 | $686K | Buy |
33,955
+7,584
| +29% | +$153K | ﹤0.01% | 2208 |
|
|
2024
Q4 | $625K | Buy |
26,371
+3,033
| +13% | +$71.9K | ﹤0.01% | 2288 |
|
|
2024
Q3 | $568K | Buy |
23,338
+2,033
| +10% | +$49.5K | ﹤0.01% | 2304 |
|
|
2024
Q2 | $755K | Buy |
21,305
+6,105
| +40% | +$216K | ﹤0.01% | 2034 |
|
|
2024
Q1 | $690K | Buy |
15,200
+4,460
| +42% | +$202K | ﹤0.01% | 2046 |
|
|
2023
Q4 | $552K | Buy |
10,740
+1,280
| +14% | +$65.8K | ﹤0.01% | 2234 |
|
|
2023
Q3 | $316K | Sell |
9,460
-553
| -6% | -$18.5K | ﹤0.01% | 2550 |
|
|
2023
Q2 | $428K | Buy |
10,013
+95
| +1% | +$4.06K | ﹤0.01% | 2304 |
|
|
2023
Q1 | $226K | Buy |
+9,918
| New | +$226K | ﹤0.01% | 2646 |
|