Bell Investment 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 | $22.6K | Buy |
868
+70
| +9% | +$1.82K | ﹤0.01% | 396 |
|
|
2025
Q1 | $20.3K | Buy |
798
+3
| +0.4% | +$76 | ﹤0.01% | 382 |
|
|
2024
Q4 | $16.8K | Sell |
795
-230
| -22% | -$4.87K | ﹤0.01% | 439 |
|
|
2024
Q3 | $19.8K | Sell |
1,025
-30
| -3% | -$579 | ﹤0.01% | 405 |
|
|
2024
Q2 | $17.9K | Buy |
1,055
+420
| +66% | +$7.14K | ﹤0.01% | 418 |
|
|
2024
Q1 | $10.9K | Sell |
635
-50
| -7% | -$857 | ﹤0.01% | 555 |
|
|
2023
Q4 | $13K | Buy |
685
+60
| +10% | +$1.14K | ﹤0.01% | 468 |
|
|
2023
Q3 | $10.3K | Sell |
625
-55
| -8% | -$907 | ﹤0.01% | 495 |
|
|
2023
Q2 | $12.2K | Buy |
680
+345
| +103% | +$6.21K | ﹤0.01% | 443 |
|
|
2023
Q1 | $6.07K | Sell |
335
-180
| -35% | -$3.26K | ﹤0.01% | 691 |
|
|
2022
Q4 | $7.86K | Sell |
515
-35
| -6% | -$534 | ﹤0.01% | 578 |
|
|
2022
Q3 | $7K | Buy |
550
+70
| +15% | +$891 | ﹤0.01% | 550 |
|
|
2022
Q2 | $8K | Buy |
+480
| New | +$8K | ﹤0.01% | 516 |
|
|
2021
Q4 | $14K | Buy |
535
+205
| +62% | +$5.36K | ﹤0.01% | 398 |
|
|
2021
Q3 | $7K | Buy |
+330
| New | +$7K | ﹤0.01% | 589 |
|