Advisor Partners’s Sony SONY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | $1.6M | Sell |
97,975
-2,315
| -2% | -$37.9K | 0.11% | 196 |
|
2022
Q1 | $2.06M | Sell |
100,290
-7,980
| -7% | -$164K | 0.13% | 155 |
|
2021
Q4 | $2.74M | Sell |
108,270
-1,310
| -1% | -$33.1K | 0.17% | 115 |
|
2021
Q3 | $2.42M | Buy |
109,580
+1,815
| +2% | +$40.1K | 0.16% | 121 |
|
2021
Q2 | $2.1M | Sell |
107,765
-4,030
| -4% | -$78.3K | 0.14% | 146 |
|
2021
Q1 | $2.37M | Buy |
111,795
+3,980
| +4% | +$84.4K | 0.17% | 114 |
|
2020
Q4 | $2.18M | Buy |
107,815
+710
| +0.7% | +$14.4K | 0.16% | 124 |
|
2020
Q3 | $1.64M | Buy |
107,105
+4,585
| +4% | +$70.4K | 0.14% | 143 |
|
2020
Q2 | $1.42M | Buy |
102,520
+26,480
| +35% | +$366K | 0.13% | 158 |
|
2020
Q1 | $900K | Buy |
76,040
+23,490
| +45% | +$278K | 0.11% | 178 |
|
2019
Q4 | $753K | Buy |
52,550
+11,955
| +29% | +$171K | 0.08% | 259 |
|
2019
Q3 | $480K | Buy |
40,595
+7,845
| +24% | +$92.8K | 0.06% | 342 |
|
2019
Q2 | $343K | Buy |
32,750
+8,705
| +36% | +$91.2K | 0.04% | 421 |
|
2019
Q1 | $203K | Sell |
24,045
-32,730
| -58% | -$276K | 0.03% | 593 |
|
2018
Q4 | $548K | Sell |
56,775
-960
| -2% | -$9.27K | 0.09% | 253 |
|
2018
Q3 | $700K | Buy |
57,735
+14,535
| +34% | +$176K | 0.09% | 221 |
|
2018
Q2 | $443K | Buy |
43,200
+10,675
| +33% | +$109K | 0.07% | 310 |
|
2018
Q1 | $314K | Buy |
+32,525
| New | +$314K | 0.06% | 375 |
|