Littlejohn Financial 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
Sell
-44,982
Closed -$909K 70
2025
Q1
$909K Buy
44,982
+11,915
+36% +$241K 0.72% 40
2024
Q4
$784K Buy
+33,067
New +$784K 0.7% 38