LPL Financial’s Symbotic SYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $9.84M | Buy |
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|
2025
Q2 | $3.56M | Buy |
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|
2025
Q1 | $1.39M | Buy |
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|
2024
Q4 | $1.02M | Buy |
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|
2024
Q3 | $801K | Sell |
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|
2024
Q2 | $1.22M | Sell |
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|
2024
Q1 | $1.84M | Buy |
|
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|
2023
Q4 | $1.67M | Sell |
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|
2023
Q3 | $3.41M | Buy |
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|
2023
Q2 | $644K | Buy |
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|
2023
Q1 | $230K | Buy |
|