MCF Advisors’s Symbotic SYM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$138K Hold
2025
Q1
$72K Hold
2024
Q4
$84.5K Buy
2023
Q3
Sell
2023
Q2
$5.35K Sell
2023
Q1
$6.46K Buy