Allworth Financial’s Sony SONY Stock Holding History

Allworth Financial’s Portfolio SONY Stock Details SONY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$321K	Buy	12,344 +3,208	+35%	+$83.5K	﹤0.01%	989
2025 Q1	$229K	Sell	9,136 -363	-4%	-$9.12K	﹤0.01%	893
2024 Q4	$199K	Buy	9,499 +254	+3%	+$5.31K	﹤0.01%	947
2024 Q3	$179K	Sell	9,245 -780	-8%	-$15.1K	﹤0.01%	852
2024 Q2	$186K	Buy	10,025 +320	+3%	+$5.94K	﹤0.01%	840
2024 Q1	$166K	Buy	9,705 +1,810	+23%	+$31K	﹤0.01%	840
2023 Q4	$150K	Buy	7,895 +130	+2%	+$2.46K	﹤0.01%	806
2023 Q3	$128K	Buy	7,765 +2,435	+46%	+$40.1K	﹤0.01%	798
2023 Q2	$96K	Sell	5,330 -1,145	-18%	-$20.6K	﹤0.01%	911
2023 Q1	$117K	Buy	6,475 +2,025	+46%	+$36.7K	﹤0.01%	803
2022 Q4	$67.9K	Sell	4,450 -340	-7%	-$5.19K	﹤0.01%	910
2022 Q3	$61K	Buy	4,790 +720	+18%	+$9.17K	﹤0.01%	898
2022 Q2	$67K	Buy	4,070 +390	+11%	+$6.42K	﹤0.01%	814
2022 Q1	$76K	Hold	3,680	–	–	﹤0.01%	787
2021 Q4	$93K	Hold	3,680	–	–	﹤0.01%	695
2021 Q3	$81K	Buy	3,680 +555	+18%	+$12.2K	﹤0.01%	660
2021 Q2	$61K	Buy	3,125 +1,105	+55%	+$21.6K	﹤0.01%	572
2021 Q1	$43K	Sell	2,020 -15	-0.7%	-$319	﹤0.01%	604
2020 Q4	$41K	Buy	2,035 +15	+0.7%	+$302	﹤0.01%	515
2020 Q3	$31K	Hold	2,020	–	–	﹤0.01%	499
2020 Q2	$28K	Buy	2,020 +1,000	+98%	+$13.9K	﹤0.01%	518
2020 Q1	$12K	Hold	1,020	–	–	﹤0.01%	667
2019 Q4	$14K	Hold	1,020	–	–	﹤0.01%	586
2019 Q3	$12K	Hold	1,020	–	–	﹤0.01%	545
2019 Q2	$11K	Hold	1,020	–	–	﹤0.01%	569
2019 Q1	$9K	Hold	1,020	–	–	﹤0.01%	597
2018 Q4	$10K	Hold	1,020	–	–	﹤0.01%	516
2018 Q3	$12K	Hold	1,020	–	–	﹤0.01%	525
2018 Q2	$10K	Hold	1,020	–	–	﹤0.01%	530
2018 Q1	$10K	Hold	1,020	–	–	﹤0.01%	491
2017 Q4	$9K	Hold	1,020	–	–	﹤0.01%	494
2017 Q3	$8K	Hold	1,020	–	–	﹤0.01%	504
2017 Q2	$8K	Hold	1,020	–	–	﹤0.01%	505
2017 Q1	$7K	Hold	1,020	–	–	﹤0.01%	492
2016 Q4	$6K	Hold	1,020	–	–	﹤0.01%	471
2016 Q3	$7K	Hold	1,020	–	–	﹤0.01%	455
2016 Q2	$6K	Hold	1,020	–	–	﹤0.01%	440
2016 Q1	$5K	Buy	+1,020	New	+$5K	﹤0.01%	456