Stonegate Investment 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	$272K	Buy	+7,007	New	+$272K	0.01%	314
2024 Q1	–	Sell	-6,200	Closed	-$318K	–	371
2023 Q4	$318K	Buy	+6,200	New	+$318K	0.01%	242
2023 Q3	–	Sell	-5,200	Closed	-$223K	–	340
2023 Q2	$223K	Buy	+5,200	New	+$223K	0.01%	282