LPL Financial’s Symbotic SYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.56M | Buy |
91,747
+23,216
| +34% | +$902K | ﹤0.01% | 2572 |
|
|
2025
Q1 | $1.39M | Buy |
68,531
+25,364
| +59% | +$513K | ﹤0.01% | 3243 |
|
|
2024
Q4 | $1.02M | Buy |
43,167
+10,341
| +32% | +$245K | ﹤0.01% | 3432 |
|
|
2024
Q3 | $801K | Sell |
32,826
-1,959
| -6% | -$47.8K | ﹤0.01% | 3544 |
|
|
2024
Q2 | $1.22M | Sell |
34,785
-6,032
| -15% | -$212K | ﹤0.01% | 3032 |
|
|
2024
Q1 | $1.84M | Buy |
40,817
+8,214
| +25% | +$370K | ﹤0.01% | 2585 |
|
|
2023
Q4 | $1.67M | Sell |
32,603
-69,456
| -68% | -$3.57M | ﹤0.01% | 2566 |
|
|
2023
Q3 | $3.41M | Buy |
102,059
+87,006
| +578% | +$2.91M | ﹤0.01% | 1846 |
|
|
2023
Q2 | $644K | Buy |
15,053
+4,976
| +49% | +$213K | ﹤0.01% | 3196 |
|
|
2023
Q1 | $230K | Buy |
+10,077
| New | +$230K | ﹤0.01% | 3911 |
|