B. Riley Wealth 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 | $379K | Buy |
+14,560
| New | +$379K | 0.02% | 612 |
|
|
2024
Q4 | $1.17M | Buy |
55,186
+20,391
| +59% | +$431K | 0.04% | 405 |
|
|
2024
Q3 | $671K | Sell |
34,795
-2,035
| -6% | -$39.2K | 0.02% | 631 |
|
|
2024
Q2 | $626K | Sell |
36,830
-14,905
| -29% | -$253K | 0.02% | 711 |
|
|
2024
Q1 | $853K | Buy |
51,735
+17,665
| +52% | +$291K | 0.02% | 584 |
|
|
2023
Q4 | $645K | Sell |
34,070
-17,665
| -34% | -$335K | 0.02% | 691 |
|
|
2023
Q3 | $853K | Buy |
51,735
+14,380
| +38% | +$237K | 0.02% | 584 |
|
|
2023
Q2 | $673K | Sell |
37,355
-2,010
| -5% | -$36.2K | 0.02% | 731 |
|
|
2023
Q1 | $714K | Buy |
39,365
+5,355
| +16% | +$97.1K | 0.02% | 670 |
|
|
2022
Q4 | $519K | Sell |
34,010
-920
| -3% | -$14K | 0.01% | 775 |
|
|
2022
Q3 | $449K | Buy |
34,930
+9,620
| +38% | +$124K | 0.01% | 803 |
|
|
2022
Q2 | $415K | Sell |
25,310
-126,870
| -83% | -$2.08M | 0.02% | 734 |
|
|
2022
Q1 | $3.13M | Sell |
152,180
-4,570
| -3% | -$93.9K | 0.1% | 209 |
|
|
2021
Q4 | $3.96M | Sell |
156,750
-5,920
| -4% | -$150K | 0.11% | 192 |
|
|
2021
Q3 | $3.6M | Sell |
162,670
-5,030
| -3% | -$111K | 0.11% | 198 |
|
|
2021
Q2 | $3.26M | Sell |
167,700
-14,605
| -8% | -$284K | 0.11% | 224 |
|
|
2021
Q1 | $3.87M | Buy |
+182,305
| New | +$3.87M | 0.14% | 172 |
|
|
2016
Q4 | – | Sell |
-33,320
| Closed | -$222K | – | 633 |
|
|
2016
Q3 | $222K | Buy |
+33,320
| New | +$222K | 0.04% | 504 |
|
|
2015
Q1 | – | Sell |
-3,745
| Closed | -$15 | – | 1770 |
|
|
2014
Q4 | $15 | Buy |
+3,745
| New | +$15 | ﹤0.01% | 2673 |
|
|
2014
Q3 | – | Sell |
-3,010
| Closed | -$10.1K | – | 1709 |
|
|
2014
Q2 | $10.1K | Buy |
+3,010
| New | +$10.1K | ﹤0.01% | 1782 |
|