Raymond James Financial Services Advisors’s Symbotic SYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $4.13M | Buy |
169,189
+70,522
| +71% | +$1.72M | 0.01% | 1327 |
|
|
2024
Q2 | $3.47M | Buy |
98,667
+1,158
| +1% | +$40.7K | ﹤0.01% | 1353 |
|
|
2024
Q1 | $4.39M | Buy |
97,509
+63,845
| +190% | +$2.87M | 0.01% | 1206 |
|
|
2023
Q4 | $1.73M | Sell |
33,664
-41,863
| -55% | -$2.15M | ﹤0.01% | 1648 |
|
|
2023
Q3 | $2.52M | Buy |
75,527
+48,214
| +177% | +$1.61M | ﹤0.01% | 1381 |
|
|
2023
Q2 | $1.17M | Buy |
+27,313
| New | +$1.17M | ﹤0.01% | 1826 |
|