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IFP Advisors’s Symbotic SYM Stock Holding History

IFP Advisors’s Portfolio SYM Stock Details SYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$30K Buy
772
+154
+25% +$5.98K ﹤0.01% 2320
2025
Q1 		$12.5K Sell
618
-750
-55% -$15.2K ﹤0.01% 2504
2024
Q4 		$32.4K Buy
1,368
+503
+58% +$11.9K ﹤0.01% 2042
2024
Q3 		$21.1K Buy
+865
New +$21.1K ﹤0.01% 2123