Baird Financial Group’s Sony SONY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $280K | Sell |
10,749
-1,345
| -11% | -$35K | ﹤0.01% | 1605 |
|
2025
Q1 | $307K | Buy |
12,094
+2,370
| +24% | +$60.2K | ﹤0.01% | 1549 |
|
2024
Q4 | $206K | Buy |
+9,724
| New | +$206K | ﹤0.01% | 1672 |
|
2024
Q2 | – | Sell |
-19,960
| Closed | -$342K | – | 1824 |
|
2024
Q1 | $342K | Sell |
19,960
-465
| -2% | -$7.97K | ﹤0.01% | 1510 |
|
2023
Q4 | $387K | Sell |
20,425
-10,315
| -34% | -$195K | ﹤0.01% | 1444 |
|
2023
Q3 | $507K | Buy |
30,740
+2,155
| +8% | +$35.5K | ﹤0.01% | 1328 |
|
2023
Q2 | $515K | Buy |
28,585
+4,335
| +18% | +$78.1K | ﹤0.01% | 1334 |
|
2023
Q1 | $440K | Buy |
+24,250
| New | +$440K | ﹤0.01% | 1360 |
|
2022
Q4 | – | Sell |
-15,815
| Closed | -$202K | – | 1768 |
|
2022
Q3 | $202K | Buy |
+15,815
| New | +$202K | ﹤0.01% | 1608 |
|
2022
Q2 | – | Sell |
-20,250
| Closed | -$415K | – | 1857 |
|
2022
Q1 | $415K | Buy |
20,250
+6,800
| +51% | +$139K | ﹤0.01% | 1490 |
|
2021
Q4 | $340K | Buy |
13,450
+135
| +1% | +$3.41K | ﹤0.01% | 1620 |
|
2021
Q3 | $294K | Buy |
+13,315
| New | +$294K | ﹤0.01% | 1674 |
|
2021
Q1 | – | Sell |
-12,380
| Closed | -$250K | – | 1724 |
|
2020
Q4 | $250K | Buy |
+12,380
| New | +$250K | ﹤0.01% | 1432 |
|
2018
Q4 | – | Sell |
-17,530
| Closed | -$212K | – | 1355 |
|
2018
Q3 | $212K | Buy |
+17,530
| New | +$212K | ﹤0.01% | 1274 |
|
2016
Q1 | – | Sell |
-287,475
| Closed | -$1.42M | – | 1273 |
|
2015
Q4 | $1.42M | Buy |
287,475
+1,375
| +0.5% | +$6.77K | 0.01% | 608 |
|
2015
Q3 | $1.4M | Sell |
286,100
-14,000
| -5% | -$68.6K | 0.01% | 609 |
|
2015
Q2 | $1.7M | Buy |
+300,100
| New | +$1.7M | 0.02% | 595 |
|