Addison 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 | $349K | Buy |
13,396
+51
| +0.4% | +$1.33K | 0.09% | 157 |
|
|
2025
Q1 | $339K | Buy |
13,345
+64
| +0.5% | +$1.63K | 0.09% | 146 |
|
|
2024
Q4 | $281K | Buy |
13,281
+421
| +3% | +$8.91K | 0.08% | 160 |
|
|
2024
Q3 | $248K | Buy |
12,860
+930
| +8% | +$18K | 0.07% | 185 |
|
|
2024
Q2 | $203K | Buy |
11,930
+1,200
| +11% | +$20.4K | 0.07% | 192 |
|
|
2024
Q1 | $184K | Buy |
10,730
+245
| +2% | +$4.2K | 0.06% | 198 |
|
|
2023
Q4 | $199K | Buy |
10,485
+1,075
| +11% | +$20.4K | 0.08% | 177 |
|
|
2023
Q3 | $155K | Buy |
9,410
+380
| +4% | +$6.26K | 0.07% | 184 |
|
|
2023
Q2 | $163K | Buy |
9,030
+150
| +2% | +$2.7K | 0.08% | 180 |
|
|
2023
Q1 | $161K | Sell |
8,880
-60
| -0.7% | -$1.09K | 0.09% | 161 |
|
|
2022
Q4 | $136K | Sell |
8,940
-515
| -5% | -$7.86K | 0.08% | 167 |
|
|
2022
Q3 | $121K | Buy |
9,455
+150
| +2% | +$1.92K | 0.08% | 172 |
|
|
2022
Q2 | $152K | Sell |
9,305
-370
| -4% | -$6.04K | 0.09% | 148 |
|
|
2022
Q1 | $199K | Buy |
9,675
+3,815
| +65% | +$78.5K | 0.11% | 140 |
|
|
2021
Q4 | $148K | Buy |
5,860
+5,810
| +11,620% | +$147K | 0.09% | 147 |
|
|
2021
Q3 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 430 |
|