Anchor Investment Management’s Sony SONY Stock Holding History

Anchor Investment Management’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	$376K	Hold	14,440	–	–	0.03%	287
2025 Q1	$367K	Buy	14,440 +65	+0.5%	+$1.65K	0.03%	289
2024 Q4	$304K	Hold	14,375	–	–	0.03%	303
2024 Q3	$278K	Hold	14,375	–	–	0.03%	320
2024 Q2	$244K	Hold	14,375	–	–	0.03%	318
2024 Q1	$247K	Hold	14,375	–	–	0.03%	331
2023 Q4	$272K	Hold	14,375	–	–	0.03%	303
2023 Q3	$237K	Hold	14,375	–	–	0.03%	311
2023 Q2	$259K	Hold	14,375	–	–	0.03%	303
2023 Q1	$261K	Hold	14,375	–	–	0.04%	304
2022 Q4	$219K	Hold	14,375	–	–	0.03%	325
2022 Q3	$184K	Hold	14,375	–	–	0.03%	352
2022 Q2	$235K	Hold	14,375	–	–	0.03%	328
2022 Q1	$295K	Hold	14,375	–	–	0.04%	319
2021 Q4	$363K	Hold	14,375	–	–	0.05%	295
2021 Q3	$318K	Hold	14,375	–	–	0.04%	293
2021 Q2	$280K	Hold	14,375	–	–	0.04%	310
2021 Q1	$305K	Hold	14,375	–	–	0.05%	285
2020 Q4	$291K	Sell	14,375 -2,375	-14%	-$48K	0.05%	241
2020 Q3	$257K	Sell	16,750 -13,955	-45%	-$214K	0.05%	240
2020 Q2	$425K	Sell	30,705 -2,045	-6%	-$28.3K	0.1%	174
2020 Q1	$388K	Sell	32,750 -125	-0.4%	-$1.48K	0.1%	173
2019 Q4	$447K	Sell	32,875 -1,500	-4%	-$20.4K	0.1%	186
2019 Q3	$407K	Sell	34,375 -500	-1%	-$5.91K	0.09%	195
2019 Q2	$365K	Hold	34,875	–	–	0.09%	206
2019 Q1	$295K	Hold	34,875	–	–	0.07%	222
2018 Q4	$337K	Hold	34,875	–	–	0.1%	201
2018 Q3	$423K	Hold	34,875	–	–	0.1%	207
2018 Q2	$358K	Hold	34,875	–	–	0.09%	218
2018 Q1	$337K	Sell	34,875 -2,000	-5%	-$19.3K	0.09%	224
2017 Q4	$332K	Sell	36,875 -10,750	-23%	-$96.6K	0.09%	218
2017 Q3	$356K	Sell	47,625 -44,625	-48%	-$333K	0.1%	203
2017 Q2	$705K	Sell	92,250 -1,750	-2%	-$13.4K	0.23%	104
2017 Q1	$634K	Sell	94,000 -750	-0.8%	-$5.06K	0.22%	111
2016 Q4	$531K	Sell	94,750 -3,500	-4%	-$19.6K	0.2%	116
2016 Q3	$653K	Sell	98,250 -108,500	-52%	-$721K	0.25%	98
2016 Q2	$1.21M	Sell	206,750 -2,000	-1%	-$11.7K	0.48%	63
2016 Q1	$1.07M	Buy	+208,750	New	+$1.07M	0.44%	70