Prospera Financial 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
$861K Buy
+22,168
New +$861K 0.02% 711
2024
Q4
Sell
-19,018
Closed -$464K 1183
2024
Q3
$464K Buy
+19,018
New +$464K 0.01% 751