Raymond James Trust’s Symbotic SYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.44M | Buy |
59,050
+21,128
| +56% | +$515K | 0.03% | 401 |
|
|
2024
Q2 | $1.33M | Buy |
37,922
+3,700
| +11% | +$130K | 0.03% | 398 |
|
|
2024
Q1 | $1.54M | Buy |
34,222
+1,022
| +3% | +$46K | 0.04% | 363 |
|
|
2023
Q4 | $1.7M | Sell |
33,200
-675
| -2% | -$34.6K | 0.05% | 333 |
|
|
2023
Q3 | $1.13M | Buy |
33,875
+675
| +2% | +$22.6K | 0.03% | 391 |
|
|
2023
Q2 | $1.42M | Buy |
33,200
+13,700
| +70% | +$586K | 0.04% | 339 |
|
|
2023
Q1 | $445K | Buy |
19,500
+8,000
| +70% | +$183K | 0.01% | 677 |
|
|
2022
Q4 | $137K | Buy |
+11,500
| New | +$137K | ﹤0.01% | 1081 |
|