Bard Financial Services’s Sonos SONO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10,750
| Closed | -$139K | – | 236 |
|
|
2023
Q3 | $139K | Sell |
10,750
-500
| -4% | -$6.46K | 0.02% | 213 |
|
|
2023
Q2 | $184K | Hold |
11,250
| – | – | 0.01% | 300 |
|
|
2023
Q1 | $221K | Hold |
11,250
| – | – | 0.02% | 291 |
|
|
2022
Q4 | $190K | Buy |
11,250
+875
| +8% | +$14.8K | 0.02% | 283 |
|
|
2022
Q3 | $144K | Sell |
10,375
-250
| -2% | -$3.47K | 0.01% | 276 |
|
|
2022
Q2 | $192K | Sell |
10,625
-375
| -3% | -$6.78K | 0.02% | 273 |
|
|
2022
Q1 | $310K | Hold |
11,000
| – | – | 0.03% | 238 |
|
|
2021
Q4 | $328K | Hold |
11,000
| – | – | 0.03% | 223 |
|
|
2021
Q3 | $356K | Hold |
11,000
| – | – | 0.03% | 208 |
|
|
2021
Q2 | $388K | Sell |
11,000
-1,000
| -8% | -$35.3K | 0.03% | 203 |
|
|
2021
Q1 | $450K | Buy |
+12,000
| New | +$450K | 0.04% | 183 |
|