Tower Research Capital (TRC)’s Symbotic SYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,044
| Closed | -$102K | – | 5563 |
|
|
2025
Q1 | $102K | Buy |
5,044
+1,478
| +41% | +$29.9K | ﹤0.01% | 1760 |
|
|
2024
Q4 | $84.6K | Buy |
3,566
+1,018
| +40% | +$24.1K | ﹤0.01% | 2244 |
|
|
2024
Q3 | $62.1K | Sell |
2,548
-3,484
| -58% | -$85K | ﹤0.01% | 2596 |
|
|
2024
Q2 | $212K | Buy |
6,032
+5,434
| +909% | +$191K | ﹤0.01% | 2026 |
|
|
2024
Q1 | $26.9K | Sell |
598
-5,807
| -91% | -$261K | ﹤0.01% | 2741 |
|
|
2023
Q4 | $329K | Sell |
6,405
-1,497
| -19% | -$76.8K | ﹤0.01% | 1707 |
|
|
2023
Q3 | $264K | Buy |
7,902
+4,376
| +124% | +$146K | 0.01% | 1256 |
|
|
2023
Q2 | $151K | Buy |
3,526
+3,275
| +1,305% | +$140K | 0.01% | 1736 |
|
|
2023
Q1 | $6K | Buy |
+251
| New | +$6K | ﹤0.01% | 4881 |
|
|
2022
Q3 | – | Sell |
-11,277
| Closed | -$124K | – | 6474 |
|
|
2022
Q2 | $124K | Buy |
11,277
+9,138
| +427% | +$100K | ﹤0.01% | 2121 |
|
|
2022
Q1 | $22K | Buy |
+2,139
| New | +$22K | ﹤0.01% | 3450 |
|
|
2021
Q4 | – | Sell |
-818
| Closed | -$8K | – | 6557 |
|
|
2021
Q3 | $8K | Buy |
+818
| New | +$8K | ﹤0.01% | 4568 |
|