Avantax Advisory Services’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.68M | Sell |
103,062
-11,671
| -10% | -$304K | 0.01% | 667 |
|
|
2025
Q1 | $2.91M | Buy |
114,733
+30,381
| +36% | +$771K | 0.02% | 590 |
|
|
2024
Q4 | $1.78M | Buy |
84,352
+16,497
| +24% | +$349K | 0.01% | 760 |
|
|
2024
Q3 | $1.31M | Buy |
67,855
+5,210
| +8% | +$101K | 0.01% | 887 |
|
|
2024
Q2 | $1.06M | Buy |
62,645
+50,345
| +409% | +$855K | 0.01% | 945 |
|
|
2024
Q1 | $211K | Buy |
12,300
+750
| +6% | +$12.9K | ﹤0.01% | 1514 |
|
|
2023
Q4 | $219K | Sell |
11,550
-1,915
| -14% | -$36.3K | ﹤0.01% | 1431 |
|
|
2023
Q3 | $222K | Buy |
13,465
+270
| +2% | +$4.45K | ﹤0.01% | 1371 |
|
|
2023
Q2 | $238K | Buy |
13,195
+1,250
| +10% | +$22.5K | ﹤0.01% | 1311 |
|
|
2023
Q1 | $217K | Buy |
+11,945
| New | +$217K | ﹤0.01% | 1334 |
|
|
2022
Q4 | – | Sell |
-21,955
| Closed | -$281K | – | 1453 |
|
|
2022
Q3 | $281K | Sell |
21,955
-1,320
| -6% | -$16.9K | ﹤0.01% | 1039 |
|
|
2022
Q2 | $381K | Sell |
23,275
-3,770
| -14% | -$61.7K | 0.01% | 899 |
|
|
2022
Q1 | $555K | Buy |
27,045
+12,660
| +88% | +$260K | 0.01% | 750 |
|
|
2021
Q4 | $364K | Buy |
14,385
+25
| +0.2% | +$633 | 0.01% | 890 |
|
|
2021
Q3 | $319K | Hold |
14,360
| – | – | 0.01% | 900 |
|
|
2021
Q2 | $279K | Buy |
14,360
+1,775
| +14% | +$34.5K | 0.01% | 936 |
|
|
2021
Q1 | $266K | Buy |
+12,585
| New | +$266K | 0.01% | 857 |
|
|
2020
Q4 | – | Sell |
-15,005
| Closed | -$231K | – | 1303 |
|
|
2020
Q3 | $231K | Buy |
+15,005
| New | +$231K | ﹤0.01% | 1152 |
|