AE Wealth Management’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $238K | Buy |
+9,154
| New | +$238K | ﹤0.01% | 1228 |
|
|
2024
Q1 | – | Sell |
-82,490
| Closed | -$1.57M | – | 1858 |
|
|
2023
Q4 | $1.57M | Sell |
82,490
-9,230
| -10% | -$176K | 0.01% | 988 |
|
|
2023
Q3 | $1.51M | Sell |
91,720
-465
| -0.5% | -$7.66K | 0.01% | 936 |
|
|
2023
Q2 | $1.66M | Sell |
92,185
-127,665
| -58% | -$2.3M | 0.01% | 892 |
|
|
2023
Q1 | $3.99M | Sell |
219,850
-41,475
| -16% | -$752K | 0.03% | 562 |
|
|
2022
Q4 | $3.99M | Sell |
261,325
-25,700
| -9% | -$392K | 0.03% | 536 |
|
|
2022
Q3 | $3.68M | Sell |
287,025
-71,495
| -20% | -$916K | 0.03% | 498 |
|
|
2022
Q2 | $5.86M | Buy |
358,520
+6,135
| +2% | +$100K | 0.05% | 386 |
|
|
2022
Q1 | $7.24M | Buy |
352,385
+9,285
| +3% | +$191K | 0.05% | 351 |
|
|
2021
Q4 | $8.67M | Buy |
343,100
+21,355
| +7% | +$540K | 0.06% | 304 |
|
|
2021
Q3 | $7.12M | Buy |
321,745
+31,795
| +11% | +$703K | 0.06% | 296 |
|
|
2021
Q2 | $5.64M | Buy |
289,950
+58,940
| +26% | +$1.15M | 0.05% | 332 |
|
|
2021
Q1 | $4.9M | Buy |
231,010
+117,420
| +103% | +$2.49M | 0.05% | 314 |
|
|
2020
Q4 | $2.3M | Sell |
113,590
-3,480
| -3% | -$70.4K | 0.03% | 452 |
|
|
2020
Q3 | $1.8M | Sell |
117,070
-1,590
| -1% | -$24.4K | 0.03% | 458 |
|
|
2020
Q2 | $1.64M | Buy |
118,660
+490
| +0.4% | +$6.78K | 0.03% | 465 |
|
|
2020
Q1 | $1.4M | Sell |
118,170
-23,140
| -16% | -$274K | 0.03% | 396 |
|
|
2019
Q4 | $1.92M | Buy |
141,310
+5,660
| +4% | +$77K | 0.04% | 353 |
|
|
2019
Q3 | $1.6M | Sell |
135,650
-7,255
| -5% | -$85.8K | 0.05% | 320 |
|
|
2019
Q2 | $1.5M | Buy |
+142,905
| New | +$1.5M | 0.05% | 301 |
|
|
2018
Q4 | – | Sell |
-16,845
| Closed | -$204K | – | 576 |
|
|
2018
Q3 | $204K | Sell |
16,845
-3,085
| -15% | -$37.4K | 0.01% | 560 |
|
|
2018
Q2 | $204K | Buy |
+19,930
| New | +$204K | 0.01% | 418 |
|