Allworth Financial’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $324K | Sell |
16,170
-613
| -4% | -$12.9K | ﹤0.01% | 1221 |
|
|
2026
Q1 | $347K | Buy |
16,783
+177
| +1% | +$3.97K | ﹤0.01% | 1117 |
|
|
2025
Q4 | $425K | Buy |
16,606
+2,450
| +17% | +$68.8K | ﹤0.01% | 999 |
|
|
2025
Q3 | $408K | Buy |
14,156
+1,812
| +15% | +$48.7K | ﹤0.01% | 965 |
|
|
2025
Q2 | $321K | Buy |
12,344
+3,208
| +35% | +$80.3K | ﹤0.01% | 995 |
|
|
2025
Q1 | $229K | Sell |
9,136
-363
| -4% | -$8.39K | ﹤0.01% | 899 |
|
|
2024
Q4 | $199K | Buy |
9,499
+254
| +3% | +$4.95K | ﹤0.01% | 952 |
|
|
2024
Q3 | $179K | Sell |
9,245
-780
| -8% | -$14.2K | ﹤0.01% | 854 |
|
|
2024
Q2 | $186K | Buy |
10,025
+320
| +3% | +$5.29K | ﹤0.01% | 840 |
|
|
2024
Q1 | $166K | Buy |
9,705
+1,810
| +23% | +$33.3K | ﹤0.01% | 840 |
|
|
2023
Q4 | $150K | Buy |
7,895
+130
| +2% | +$2.25K | ﹤0.01% | 806 |
|
|
2023
Q3 | $128K | Buy |
7,765
+2,435
| +46% | +$42.5K | ﹤0.01% | 798 |
|
|
2023
Q2 | $96K | Sell |
5,330
-1,145
| -18% | -$21.5K | ﹤0.01% | 911 |
|
|
2023
Q1 | $117K | Buy |
6,475
+2,025
| +46% | +$35.1K | ﹤0.01% | 803 |
|
|
2022
Q4 | $67.9K | Sell |
4,450
-340
| -7% | -$5.08K | ﹤0.01% | 910 |
|
|
2022
Q3 | $61K | Buy |
4,790
+720
| +18% | +$11.5K | ﹤0.01% | 898 |
|
|
2022
Q2 | $67K | Buy |
4,070
+390
| +11% | +$6.91K | ﹤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% | +$11.6K | ﹤0.01% | 660 |
|
|
2021
Q2 | $61K | Buy |
3,125
+1,105
| +55% | +$22.4K | ﹤0.01% | 572 |
|
|
2021
Q1 | $43K | Sell |
2,020
-15
| -0.7% | -$317 | ﹤0.01% | 604 |
|
|
2020
Q4 | $41K | Buy |
2,035
+15
| +0.7% | +$261 | ﹤0.01% | 515 |
|
|
2020
Q3 | $31K | Hold |
2,020
| – | – | ﹤0.01% | 499 |
|
|
2020
Q2 | $28K | Buy |
2,020
+1,000
| +98% | +$13K | ﹤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 | +$4.68K | ﹤0.01% | 456 |
|
Other funds holding SONY
MIP
HL
Allworth Financial's SONY Position: Q2 2026 in Review
Allworth Financial reduced its Sony (SONY) stake by 3.7% in Q2 2026, selling an estimated $12.9K and leaving 16,170 shares worth $324K. The position accounts for ﹤0.01% of the portfolio, ranked #1221.
Allworth Financial first reported a position in SONY in Q1 2016 and has held it in 42 quarters since. The position peaked at $425K in Q4 2025. 737 funds tracked by Wall St. Rank hold SONY as of Q2 2026.
- Allworth Financial held 16,170 shares of Sony worth $324K as of Q2 2026.
- Allworth Financial sold 613 Sony shares in Q2 2026, an estimated $12.9K.
- Sony made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1221 holding.
- Allworth Financial first reported a position in Sony in Q1 2016 and has held it in 42 quarters since.
- Allworth Financial's Sony position peaked at $425K in Q4 2025.
- 737 funds tracked by Wall St. Rank held Sony as of Q2 2026.
Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.