Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$16.3K Hold
788
﹤0.01% 1399
2025
Q4
$20.2K Buy
788
+415
+111% +$11.7K ﹤0.01% 1320
2025
Q3
$10.7K Sell
373
-60
-14% -$1.61K ﹤0.01% 1496
2025
Q2
$11.3K Hold
433
﹤0.01% 1443
2025
Q1
$11K Buy
433
+38
+10% +$878 ﹤0.01% 1381
2024
Q4
$8.36K Sell
395
-1,315
-77% -$25.6K ﹤0.01% 1366
2024
Q3
$33K Hold
1,710
﹤0.01% 1036
2024
Q2
$29.1K Buy
1,710
+630
+58% +$10.4K ﹤0.01% 988
2024
Q1
$18.5K Buy
1,080
+355
+49% +$6.53K ﹤0.01% 1094
2023
Q4
$13.7K Hold
725
﹤0.01% 1223
2023
Q3
$11.9K Sell
725
-2,925
-80% -$51K ﹤0.01% 1196
2023
Q2
$65.7K Hold
3,650
0.01% 745
2023
Q1
$66.2K Hold
3,650
0.01% 719
2022
Q4
$55.7K Buy
3,650
+5
+0.1% +$75 0.01% 760
2022
Q3
$47K Buy
3,645
+5
+0.1% +$80 ﹤0.01% 867
2022
Q2
$60K Sell
3,640
-495
-12% -$8.77K 0.01% 816
2022
Q1
$85K Buy
4,135
+360
+10% +$7.83K 0.01% 800
2021
Q4
$95K Buy
3,775
+700
+23% +$16.7K 0.01% 833
2021
Q3
$68K Buy
3,075
+2,925
+1,950% +$61.2K ﹤0.01% 914
2021
Q2
$3K Sell
150
-2,260
-94% -$45.8K ﹤0.01% 1656
2021
Q1
$51K Sell
2,410
-90
-4% -$1.9K ﹤0.01% 932
2020
Q4
$51K Buy
2,500
+2,190
+706% +$38.1K ﹤0.01% 864
2020
Q3
$5K Hold
310
﹤0.01% 1430
2020
Q2
$4K Buy
310
+125
+68% +$1.62K ﹤0.01% 1498
2020
Q1
$2K Hold
185
﹤0.01% 1596
2019
Q4
$3K Buy
+185
New +$2.31K ﹤0.01% 1638
2019
Q2
Sell
-9,400
Closed -$79K 1787
2019
Q1
$79K Hold
9,400
0.01% 618
2018
Q4
$91K Buy
+9,400
New +$99.5K 0.01% 540

Other funds holding SONY