Sunbelt Securities’s Symbotic SYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $304K | Sell |
12,830
-135
| -1% | -$3.2K | 0.03% | 480 |
|
|
2025
Q1 | $262K | Buy |
12,965
+135
| +1% | +$2.73K | 0.02% | 486 |
|
|
2024
Q4 | $313K | Sell |
12,830
-500
| -4% | -$12.2K | 0.03% | 475 |
|
|
2024
Q3 | $325K | Buy |
13,330
+8,235
| +162% | +$201K | 0.03% | 459 |
|
|
2024
Q2 | $179K | Buy |
5,095
+4,875
| +2,216% | +$171K | 0.02% | 580 |
|
|
2024
Q1 | $9.9K | Buy |
+220
| New | +$9.9K | ﹤0.01% | 1245 |
|