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