Kestra Advisory Services’s Symbotic SYM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$474K	Buy	+12,203	New	+$474K	﹤0.01%	1993
2024 Q3	–	Sell	-5,934	Closed	-$209K	–	2721
2024 Q2	$209K	Sell	5,934 -185	-3%	-$6.51K	﹤0.01%	2372
2024 Q1	$275K	Buy	+6,119	New	+$275K	﹤0.01%	2059