Steward Partners Investment Advisory’s Symbotic SYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Buy |
32,806
+1,700
| +5% | +$66K | 0.01% | 885 |
|
|
2025
Q1 | $629K | Buy |
31,106
+2,725
| +10% | +$55.1K | 0.01% | 1118 |
|
|
2024
Q4 | $673K | Sell |
28,381
-807
| -3% | -$19.1K | 0.01% | 1029 |
|
|
2024
Q3 | $712K | Buy |
29,188
+246
| +0.8% | +$6K | 0.01% | 978 |
|
|
2024
Q2 | $1.02M | Buy |
28,942
+4,557
| +19% | +$160K | 0.01% | 805 |
|
|
2024
Q1 | $1.1M | Buy |
24,385
+7,111
| +41% | +$320K | 0.01% | 754 |
|
|
2023
Q4 | $887K | Buy |
17,274
+11,550
| +202% | +$593K | 0.01% | 777 |
|
|
2023
Q3 | $191K | Buy |
5,724
+3,943
| +221% | +$132K | ﹤0.01% | 1307 |
|
|
2023
Q2 | $76.2K | Buy |
1,781
+420
| +31% | +$18K | ﹤0.01% | 1712 |
|
|
2023
Q1 | $31.1K | Hold |
1,361
| – | – | ﹤0.01% | 2066 |
|
|
2022
Q4 | $16.3K | Hold |
1,361
| – | – | ﹤0.01% | 2342 |
|
|
2022
Q3 | $16K | Buy |
+1,361
| New | +$16K | ﹤0.01% | 2326 |
|