Atlas Capital 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 | $410K | Sell |
15,748
-362
| -2% | -$9.42K | 0.05% | 282 |
|
|
2025
Q1 | $409K | Hold |
16,110
| – | – | 0.05% | 294 |
|
|
2024
Q4 | $341K | Hold |
16,110
| – | – | 0.04% | 309 |
|
|
2024
Q3 | $311K | Hold |
16,110
| – | – | 0.05% | 309 |
|
|
2024
Q2 | $274K | Sell |
16,110
-1,060
| -6% | -$18K | 0.04% | 332 |
|
|
2024
Q1 | $294K | Sell |
17,170
-750
| -4% | -$12.9K | 0.05% | 309 |
|
|
2023
Q4 | $339K | Sell |
17,920
-4,325
| -19% | -$81.9K | 0.05% | 282 |
|
|
2023
Q3 | $367K | Sell |
22,245
-3,170
| -12% | -$52.2K | 0.06% | 247 |
|
|
2023
Q2 | $458K | Buy |
25,415
+3,170
| +14% | +$57.1K | 0.07% | 217 |
|
|
2023
Q1 | $403K | Buy |
22,245
+750
| +3% | +$13.6K | 0.06% | 226 |
|
|
2022
Q4 | $328K | Sell |
21,495
-1,700
| -7% | -$25.9K | 0.06% | 248 |
|
|
2022
Q3 | $297K | Hold |
23,195
| – | – | 0.05% | 270 |
|
|
2022
Q2 | $379K | Sell |
23,195
-16,270
| -41% | -$266K | 0.06% | 240 |
|
|
2022
Q1 | $811K | Buy |
39,465
+355
| +0.9% | +$7.29K | 0.13% | 147 |
|
|
2021
Q4 | $989K | Sell |
39,110
-3,675
| -9% | -$92.9K | 0.15% | 117 |
|
|
2021
Q3 | $946K | Sell |
42,785
-470
| -1% | -$10.4K | 0.15% | 118 |
|
|
2021
Q2 | $841K | Sell |
43,255
-540
| -1% | -$10.5K | 0.14% | 132 |
|
|
2021
Q1 | $929K | Buy |
43,795
+570
| +1% | +$12.1K | 0.18% | 113 |
|
|
2020
Q4 | $874K | Sell |
43,225
-11,075
| -20% | -$224K | 0.18% | 113 |
|
|
2020
Q3 | $834K | Sell |
54,300
-6,010
| -10% | -$92.3K | 0.2% | 117 |
|
|
2020
Q2 | $834K | Sell |
60,310
-11,505
| -16% | -$159K | 0.2% | 117 |
|
|
2020
Q1 | $850K | Sell |
71,815
-2,120
| -3% | -$25.1K | 0.25% | 94 |
|
|
2019
Q4 | $1.01M | Sell |
73,935
-1,840
| -2% | -$25K | 0.25% | 105 |
|
|
2019
Q3 | $896K | Buy |
75,775
+9,955
| +15% | +$118K | 0.27% | 107 |
|
|
2019
Q2 | $690K | Sell |
65,820
-8,570
| -12% | -$89.8K | 0.23% | 123 |
|
|
2019
Q1 | $628K | Sell |
74,390
-320
| -0.4% | -$2.7K | 0.23% | 122 |
|
|
2018
Q4 | $721K | Sell |
74,710
-775
| -1% | -$7.48K | 0.29% | 94 |
|
|
2018
Q3 | $880K | Sell |
75,485
-71,470
| -49% | -$834K | 0.29% | 89 |
|
|
2018
Q2 | $1.58M | Sell |
146,955
-18,930
| -11% | -$203K | 0.56% | 41 |
|
|
2018
Q1 | $1.6M | Buy |
+165,885
| New | +$1.6M | 0.49% | 45 |
|