180 Wealth Advisors’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $352K | Sell |
13,511
-950
| -7% | -$24.7K | 0.05% | 305 |
|
|
2025
Q1 | $367K | Sell |
14,461
-2,273
| -14% | -$57.7K | 0.06% | 278 |
|
|
2024
Q4 | $354K | Sell |
16,734
-356
| -2% | -$7.53K | 0.06% | 290 |
|
|
2024
Q3 | $330K | Sell |
17,090
-355
| -2% | -$6.86K | 0.05% | 315 |
|
|
2024
Q2 | $334K | Buy |
17,445
+265
| +2% | +$5.07K | 0.05% | 300 |
|
|
2024
Q1 | $295K | Buy |
17,180
+140
| +0.8% | +$2.4K | 0.05% | 299 |
|
|
2023
Q4 | $318K | Sell |
17,040
-620
| -4% | -$11.6K | 0.06% | 268 |
|
|
2023
Q3 | $291K | Buy |
17,660
+1,430
| +9% | +$23.6K | 0.07% | 268 |
|
|
2023
Q2 | $297K | Sell |
16,230
-495
| -3% | -$9.06K | 0.07% | 260 |
|
|
2023
Q1 | $303K | Buy |
16,725
+200
| +1% | +$3.63K | 0.07% | 261 |
|
|
2022
Q4 | $295K | Buy |
16,525
+15
| +0.1% | +$267 | 0.07% | 267 |
|
|
2022
Q3 | $211K | Sell |
16,510
-7,485
| -31% | -$95.7K | 0.06% | 314 |
|
|
2022
Q2 | $392K | Buy |
23,995
+690
| +3% | +$11.3K | 0.1% | 191 |
|
|
2022
Q1 | $416K | Buy |
23,305
+65
| +0.3% | +$1.16K | 0.09% | 209 |
|
|
2021
Q4 | $519K | Buy |
23,240
+950
| +4% | +$21.2K | 0.12% | 168 |
|
|
2021
Q3 | $502K | Buy |
22,290
+150
| +0.7% | +$3.38K | 0.11% | 173 |
|
|
2021
Q2 | $447K | Buy |
22,140
+1,910
| +9% | +$38.6K | 0.1% | 199 |
|
|
2021
Q1 | $390K | Buy |
20,230
+1,635
| +9% | +$31.5K | 0.1% | 206 |
|
|
2020
Q4 | $380K | Buy |
18,595
+1,175
| +7% | +$24K | 0.11% | 192 |
|
|
2020
Q3 | $263K | Sell |
17,420
-160
| -0.9% | -$2.42K | 0.1% | 200 |
|
|
2020
Q2 | $267K | Sell |
17,580
-1,170
| -6% | -$17.8K | 0.11% | 194 |
|
|
2020
Q1 | $221K | Sell |
18,750
-10,040
| -35% | -$118K | 0.11% | 191 |
|
|
2019
Q4 | $412K | Sell |
28,790
-2,980
| -9% | -$42.6K | 0.16% | 152 |
|
|
2019
Q3 | $369K | Sell |
31,770
-825
| -3% | -$9.58K | 0.16% | 161 |
|
|
2019
Q2 | $364K | Buy |
32,595
+195
| +0.6% | +$2.18K | 0.16% | 156 |
|
|
2019
Q1 | $317K | Sell |
32,400
-4,805
| -13% | -$47K | 0.14% | 180 |
|
|
2018
Q4 | $451K | Hold |
37,205
| – | – | 0.21% | 143 |
|
|
2018
Q3 | $451K | Buy |
37,205
+4,600
| +14% | +$55.8K | 0.21% | 143 |
|
|
2018
Q2 | $334K | Buy |
32,605
+2,870
| +10% | +$29.4K | 0.17% | 164 |
|
|
2018
Q1 | $285K | Sell |
29,735
-3,015
| -9% | -$28.9K | 0.15% | 173 |
|
|
2017
Q4 | $294K | Buy |
+32,750
| New | +$294K | 0.15% | 175 |
|