Angeles Investment Advisors’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-35,608
| Closed | -$753K | – | 169 |
|
|
2024
Q4 | $753K | Sell |
35,608
-622
| -2% | -$13.2K | 0.04% | 57 |
|
|
2024
Q3 | $700K | Sell |
36,230
-2,200
| -6% | -$42.5K | 0.04% | 63 |
|
|
2024
Q2 | $653K | Buy |
38,430
+7,270
| +23% | +$124K | 0.03% | 73 |
|
|
2024
Q1 | $534K | Buy |
31,160
+2,065
| +7% | +$35.4K | 0.03% | 104 |
|
|
2023
Q4 | $551K | Sell |
29,095
-2,350
| -7% | -$44.5K | 0.03% | 85 |
|
|
2023
Q3 | $518K | Buy |
+31,445
| New | +$518K | 0.04% | 73 |
|
|
2020
Q4 | – | Sell |
-28,450
| Closed | -$437K | – | 114 |
|
|
2020
Q3 | $437K | Buy |
28,450
+10,950
| +63% | +$168K | 0.05% | 70 |
|
|
2020
Q2 | $242K | Buy |
+17,500
| New | +$242K | 0.03% | 94 |
|