Jones Financial Companies’s Symbotic SYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $248K | Buy |
6,669
+1,035
| +18% | +$38.6K | ﹤0.01% | 1567 |
|
|
2025
Q1 | $114K | Buy |
5,634
+3,177
| +129% | +$64K | ﹤0.01% | 1717 |
|
|
2024
Q4 | $58.3K | Buy |
2,457
+1,490
| +154% | +$35.3K | ﹤0.01% | 1819 |
|
|
2024
Q3 | $24.7K | Sell |
967
-282
| -23% | -$7.2K | ﹤0.01% | 1877 |
|
|
2024
Q2 | $43.9K | Buy |
+1,249
| New | +$43.9K | ﹤0.01% | 1294 |
|