Stephens Inc’s Symbotic SYM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-7,300	Closed	-$329K	–	1349
2024 Q1	$329K	Buy	+7,300	New	+$329K	0.01%	983
2023 Q3	–	Sell	-38,841	Closed	-$1.66M	–	1278
2023 Q2	$1.66M	Buy	+38,841	New	+$1.66M	0.03%	425