Beacon Pointe 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 | $590K | Sell |
22,671
-5,066
| -18% | -$132K | 0.01% | 835 |
|
|
2025
Q1 | $704K | Buy |
27,737
+7,154
| +35% | +$182K | 0.01% | 729 |
|
|
2024
Q4 | $436K | Sell |
20,583
-677
| -3% | -$14.3K | ﹤0.01% | 862 |
|
|
2024
Q3 | $411K | Sell |
21,260
-92,635
| -81% | -$1.79M | ﹤0.01% | 909 |
|
|
2024
Q2 | $1.94M | Sell |
113,895
-8,970
| -7% | -$152K | 0.02% | 485 |
|
|
2024
Q1 | $2.11M | Buy |
122,865
+2,060
| +2% | +$35.3K | 0.02% | 484 |
|
|
2023
Q4 | $2.29M | Buy |
120,805
+1,345
| +1% | +$25.5K | 0.03% | 442 |
|
|
2023
Q3 | $1.97M | Buy |
119,460
+15,295
| +15% | +$252K | 0.02% | 458 |
|
|
2023
Q2 | $1.88M | Buy |
104,165
+1,405
| +1% | +$25.3K | 0.03% | 384 |
|
|
2023
Q1 | $1.86M | Buy |
102,760
+3,960
| +4% | +$71.8K | 0.03% | 413 |
|
|
2022
Q4 | $1.51M | Buy |
98,800
+74,815
| +312% | +$1.14M | 0.03% | 423 |
|
|
2022
Q3 | $305K | Buy |
23,985
+485
| +2% | +$6.17K | 0.01% | 792 |
|
|
2022
Q2 | $384K | Sell |
23,500
-204,390
| -90% | -$3.34M | 0.01% | 739 |
|
|
2022
Q1 | $4.68M | Buy |
227,890
+195,420
| +602% | +$4.01M | 0.06% | 262 |
|
|
2021
Q4 | $821K | Buy |
32,470
+8,720
| +37% | +$220K | 0.02% | 418 |
|
|
2021
Q3 | $525K | Sell |
23,750
-6,270
| -21% | -$139K | 0.01% | 533 |
|
|
2021
Q2 | $584K | Buy |
30,020
+10,370
| +53% | +$202K | 0.02% | 449 |
|
|
2021
Q1 | $414K | Buy |
19,650
+5,600
| +40% | +$118K | 0.03% | 322 |
|
|
2020
Q4 | $285K | Buy |
+14,050
| New | +$285K | 0.02% | 379 |
|