MML Investors 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 | $371K | Sell |
9,561
-3,235
| -25% | -$126K | ﹤0.01% | 2288 |
|
|
2025
Q1 | $259K | Sell |
12,796
-3,212
| -20% | -$65K | ﹤0.01% | 2393 |
|
|
2024
Q4 | $380K | Buy |
16,008
+5,716
| +56% | +$136K | ﹤0.01% | 2110 |
|
|
2024
Q3 | $251K | Sell |
10,292
-1,144
| -10% | -$27.9K | ﹤0.01% | 2294 |
|
|
2024
Q2 | $402K | Buy |
11,436
+2,048
| +22% | +$72K | ﹤0.01% | 1911 |
|
|
2024
Q1 | $422K | Buy |
9,388
+2,517
| +37% | +$113K | ﹤0.01% | 1894 |
|
|
2023
Q4 | $353K | Buy |
6,871
+696
| +11% | +$35.8K | ﹤0.01% | 1955 |
|
|
2023
Q3 | $206K | Sell |
6,175
-2,377
| -28% | -$79.3K | ﹤0.01% | 2140 |
|
|
2023
Q2 | $366K | Buy |
+8,552
| New | +$366K | ﹤0.01% | 1823 |
|