Advisory Resource Group’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Buy |
42,989
+1,217
| +3% | +$31.7K | 0.22% | 104 |
|
|
2025
Q1 | $1.06M | Sell |
41,772
-8,285
| -17% | -$210K | 0.22% | 92 |
|
|
2024
Q4 | $1.06M | Sell |
50,057
-4,148
| -8% | -$87.8K | 0.22% | 90 |
|
|
2024
Q3 | $1.05M | Sell |
54,205
-3,935
| -7% | -$76K | 0.22% | 95 |
|
|
2024
Q2 | $988K | Buy |
58,140
+11,935
| +26% | +$203K | 0.22% | 88 |
|
|
2024
Q1 | $792K | Buy |
46,205
+10,190
| +28% | +$175K | 0.18% | 99 |
|
|
2023
Q4 | $682K | Buy |
36,015
+2,615
| +8% | +$49.5K | 0.17% | 103 |
|
|
2023
Q3 | $550K | Buy |
33,400
+2,060
| +7% | +$34K | 0.15% | 107 |
|
|
2023
Q2 | $564K | Sell |
31,340
-855
| -3% | -$15.4K | 0.15% | 103 |
|
|
2023
Q1 | $584K | Sell |
32,195
-3,225
| -9% | -$58.5K | 0.16% | 100 |
|
|
2022
Q4 | $540K | Buy |
+35,420
| New | +$540K | 0.16% | 90 |
|
|
2022
Q2 | – | Sell |
-11,950
| Closed | -$245K | – | 151 |
|
|
2022
Q1 | $245K | Buy |
11,950
+1,935
| +19% | +$39.7K | 0.08% | 129 |
|
|
2021
Q4 | $224K | Buy |
10,015
+520
| +5% | +$11.6K | 0.07% | 137 |
|
|
2021
Q3 | $210K | Buy |
+9,495
| New | +$210K | 0.08% | 126 |
|