MCF Advisors’s Symbotic SYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $138K | Hold |
3,564
| – | – | 0.01% | 273 |
|
|
2025
Q1 | $72K | Hold |
3,564
| – | – | 0.01% | 352 |
|
|
2024
Q4 | $84.5K | Buy |
+3,564
| New | +$84.5K | 0.01% | 334 |
|
|
2023
Q3 | – | Sell |
-125
| Closed | -$5.35K | – | 947 |
|
|
2023
Q2 | $5.35K | Sell |
125
-158
| -56% | -$6.77K | ﹤0.01% | 623 |
|
|
2023
Q1 | $6.46K | Buy |
+283
| New | +$6.46K | ﹤0.01% | 609 |
|