Raymond James & Associates’s Symbotic SYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $14.9M | Sell |
609,041
-59,062
| -9% | -$1.44M | 0.01% | 987 |
|
|
2024
Q2 | $23.5M | Buy |
668,103
+51,712
| +8% | +$1.82M | 0.02% | 691 |
|
|
2024
Q1 | $27.7M | Buy |
616,391
+36,515
| +6% | +$1.64M | 0.02% | 629 |
|
|
2023
Q4 | $29.8M | Buy |
579,876
+77,388
| +15% | +$3.97M | 0.02% | 574 |
|
|
2023
Q3 | $16.8M | Buy |
502,488
+82,116
| +20% | +$2.75M | 0.01% | 761 |
|
|
2023
Q2 | $18M | Buy |
420,372
+72,837
| +21% | +$3.12M | 0.01% | 751 |
|
|
2023
Q1 | $7.94M | Buy |
347,535
+168,899
| +95% | +$3.86M | 0.01% | 1167 |
|
|
2022
Q4 | $2.13M | Buy |
178,636
+155,456
| +671% | +$1.86M | ﹤0.01% | 1951 |
|
|
2022
Q3 | $267K | Buy |
+23,180
| New | +$267K | ﹤0.01% | 3237 |
|