Principal Securities’s Symbotic SYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-60
| Closed | -$1.42K | – | 3881 |
|
|
2025
Q1 | $1.42K | Hold |
60
| – | – | ﹤0.01% | 3131 |
|
|
2024
Q4 | $1.42K | Sell |
60
-9
| -13% | -$213 | ﹤0.01% | 3125 |
|
|
2024
Q3 | $1.68K | Hold |
69
| – | – | ﹤0.01% | 3002 |
|
|
2024
Q2 | $2.43K | Buy |
69
+61
| +763% | +$2.15K | ﹤0.01% | 2857 |
|
|
2024
Q1 | $360 | Buy |
+8
| New | +$360 | ﹤0.01% | 3182 |
|