Steward Partners Investment Advisory’s Symbotic SYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Buy |
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|
2025
Q1 | $629K | Buy |
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|
2024
Q4 | $673K | Sell |
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|
2024
Q3 | $712K | Buy |
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|
2024
Q2 | $1.02M | Buy |
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|
2024
Q1 | $1.1M | Buy |
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|
2023
Q4 | $887K | Buy |
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|
2023
Q3 | $191K | Buy |
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|
2023
Q2 | $76.2K | Buy |
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|
2023
Q1 | $31.1K | Hold |
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|
2022
Q4 | $16.3K | Hold |
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|
2022
Q3 | $16K | Buy |
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