Avantax Advisory Services’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.68M | Sell |
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|
2025
Q1 | $2.91M | Buy |
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|
2024
Q4 | $1.78M | Buy |
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|
2024
Q3 | $1.31M | Buy |
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|
2024
Q2 | $1.06M | Buy |
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|
2024
Q1 | $211K | Buy |
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|
2023
Q4 | $219K | Sell |
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|
2023
Q3 | $222K | Buy |
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|
2023
Q2 | $238K | Buy |
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|
2023
Q1 | $217K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $281K | Sell |
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|
2022
Q2 | $381K | Sell |
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|
2022
Q1 | $555K | Buy |
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|
2021
Q4 | $364K | Buy |
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|
2021
Q3 | $319K | Hold |
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|
2021
Q2 | $279K | Buy |
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|
2021
Q1 | $266K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $231K | Buy |
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