Hodges Capital Management’s Symbotic SYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $274K | Sell |
7,050
-7,300
| -51% | -$284K | 0.03% | 181 |
|
|
2025
Q1 | $290K | Sell |
14,350
-259,491
| -95% | -$5.24M | 0.03% | 190 |
|
|
2024
Q4 | $6.49M | Buy |
273,841
+20,111
| +8% | +$477K | 0.39% | 80 |
|
|
2024
Q3 | $6.19M | Sell |
253,730
-17,006
| -6% | -$415K | 0.4% | 74 |
|
|
2024
Q2 | $9.52M | Sell |
270,736
-45,155
| -14% | -$1.59M | 0.64% | 47 |
|
|
2024
Q1 | $14.2M | Sell |
315,891
-94,875
| -23% | -$4.27M | 0.9% | 33 |
|
|
2023
Q4 | $21.1M | Buy |
410,766
+239,074
| +139% | +$12.3M | 1.12% | 24 |
|
|
2023
Q3 | $5.74M | Buy |
+171,692
| New | +$5.74M | 0.68% | 42 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 178 |
|