Russell Investments Group’s Symbotic SYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $804K | Buy |
+20,698
| New | +$804K | ﹤0.01% | 2163 |
|
|
2023
Q4 | – | Sell |
-64,419
| Closed | -$2.15M | – | 3302 |
|
|
2023
Q3 | $2.15M | Sell |
64,419
-801
| -1% | -$26.8K | ﹤0.01% | 1505 |
|
|
2023
Q2 | $2.79M | Sell |
65,220
-3,908
| -6% | -$167K | 0.01% | 1372 |
|
|
2023
Q1 | $1.58M | Buy |
+69,128
| New | +$1.58M | ﹤0.01% | 1721 |
|