Stifel Financial’s Symbotic SYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.72M | Buy |
+95,693
| New | +$3.72M | ﹤0.01% | 1422 |
|
|
2025
Q1 | – | Sell |
-8,947
| Closed | -$212K | – | 3536 |
|
|
2024
Q4 | $212K | Sell |
8,947
-1,239
| -12% | -$29.4K | ﹤0.01% | 3143 |
|
|
2024
Q3 | $248K | Sell |
10,186
-7,100
| -41% | -$173K | ﹤0.01% | 3051 |
|
|
2024
Q2 | $608K | Sell |
17,286
-8,059
| -32% | -$283K | ﹤0.01% | 2504 |
|
|
2024
Q1 | $1.14M | Sell |
25,345
-849
| -3% | -$38.2K | ﹤0.01% | 2102 |
|
|
2023
Q4 | $1.34M | Buy |
+26,194
| New | +$1.34M | ﹤0.01% | 1952 |
|