Arete Wealth Advisors’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $262K | Sell |
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|
2025
Q3 | $351K | Sell |
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|
2025
Q2 | $318K | Sell |
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|
2025
Q1 | $314K | Sell |
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|
2024
Q4 | $586K | Sell |
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|
2024
Q3 | $550K | Sell |
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|
2024
Q2 | $578K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $536K | Sell |
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|
2023
Q3 | $504K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $355K | Buy |
|