Atria Investments’s Sony SONY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.91M | Buy |
265,383
+2,667
| +1% | +$69.4K | 0.08% | 282 |
|
2025
Q1 | $6.67M | Sell |
262,716
-107,538
| -29% | -$2.73M | 0.09% | 272 |
|
2024
Q4 | $7.83M | Buy |
370,254
+24,344
| +7% | +$515K | 0.1% | 234 |
|
2024
Q3 | $6.68M | Buy |
345,910
+1,815
| +0.5% | +$35.1K | 0.08% | 277 |
|
2024
Q2 | $5.85M | Buy |
344,095
+20,810
| +6% | +$354K | 0.08% | 299 |
|
2024
Q1 | $5.54M | Sell |
323,285
-16,445
| -5% | -$282K | 0.08% | 308 |
|
2023
Q4 | $6.43M | Buy |
339,730
+69,900
| +26% | +$1.32M | 0.1% | 239 |
|
2023
Q3 | $4.45M | Sell |
269,830
-25,210
| -9% | -$416K | 0.08% | 314 |
|
2023
Q2 | $5.31M | Buy |
295,040
+8,205
| +3% | +$148K | 0.1% | 250 |
|
2023
Q1 | $5.2M | Buy |
286,835
+30,845
| +12% | +$559K | 0.1% | 254 |
|
2022
Q4 | $3.91M | Buy |
255,990
+37,275
| +17% | +$569K | 0.08% | 308 |
|
2022
Q3 | $2.8M | Buy |
218,715
+7,440
| +4% | +$95.3K | 0.06% | 380 |
|
2022
Q2 | $3.46M | Sell |
211,275
-47,715
| -18% | -$780K | 0.07% | 340 |
|
2022
Q1 | $5.32M | Sell |
258,990
-55,620
| -18% | -$1.14M | 0.09% | 263 |
|
2021
Q4 | $7.95M | Buy |
314,610
+19,560
| +7% | +$494K | 0.14% | 179 |
|
2021
Q3 | $6.53M | Buy |
295,050
+44,505
| +18% | +$984K | 0.12% | 191 |
|
2021
Q2 | $4.87M | Buy |
250,545
+36,355
| +17% | +$707K | 0.09% | 245 |
|
2021
Q1 | $4.54M | Sell |
214,190
-192,240
| -47% | -$4.08M | 0.1% | 232 |
|
2020
Q4 | $8.22M | Buy |
406,430
+228,630
| +129% | +$4.62M | 0.2% | 126 |
|
2020
Q3 | $2.73M | Buy |
177,800
+32,070
| +22% | +$492K | 0.08% | 260 |
|
2020
Q2 | $2.02M | Buy |
+145,730
| New | +$2.02M | 0.07% | 306 |
|
2020
Q1 | – | Sell |
-60,100
| Closed | -$817K | – | 1102 |
|
2019
Q4 | $817K | Buy |
+60,100
| New | +$817K | 0.02% | 612 |
|
2019
Q3 | – | Sell |
-38,715
| Closed | -$423K | – | 958 |
|
2019
Q2 | $423K | Sell |
38,715
-14,065
| -27% | -$154K | 0.02% | 627 |
|
2019
Q1 | $446K | Sell |
52,780
-29,965
| -36% | -$253K | 0.02% | 567 |
|
2018
Q4 | $799K | Sell |
82,745
-4,915
| -6% | -$47.5K | 0.04% | 364 |
|
2018
Q3 | $1.06M | Buy |
87,660
+22,705
| +35% | +$275K | 0.04% | 371 |
|
2018
Q2 | $666K | Sell |
64,955
-5,075
| -7% | -$52K | 0.03% | 484 |
|
2018
Q1 | $677K | Buy |
70,030
+27,355
| +64% | +$264K | 0.03% | 438 |
|
2017
Q4 | $384K | Buy |
+42,675
| New | +$384K | 0.02% | 564 |
|
2014
Q2 | – | Sell |
-230,195
| Closed | -$880K | – | 458 |
|
2014
Q1 | $880K | Buy |
+230,195
| New | +$880K | 0.09% | 190 |
|