Arete Wealth Advisors’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $318K | Sell |
12,227
-155
| -1% | -$4.03K | 0.02% | 538 |
|
|
2025
Q1 | $314K | Sell |
12,382
-15,297
| -55% | -$388K | 0.02% | 511 |
|
|
2024
Q4 | $586K | Sell |
27,679
-836
| -3% | -$17.7K | 0.04% | 365 |
|
|
2024
Q3 | $550K | Sell |
28,515
-5,580
| -16% | -$108K | 0.05% | 351 |
|
|
2024
Q2 | $578K | Buy |
+34,095
| New | +$578K | 0.05% | 354 |
|
|
2024
Q1 | – | Sell |
-28,325
| Closed | -$536K | – | 677 |
|
|
2023
Q4 | $536K | Sell |
28,325
-2,275
| -7% | -$43.1K | 0.04% | 386 |
|
|
2023
Q3 | $504K | Buy |
+30,600
| New | +$504K | 0.09% | 236 |
|
|
2023
Q2 | – | Sell |
-19,560
| Closed | -$355K | – | 743 |
|
|
2023
Q1 | $355K | Buy |
+19,560
| New | +$355K | 0.03% | 424 |
|