Benjamin Edwards Inc’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $981K | Buy |
37,703
+18,220
| +94% | +$474K | 0.01% | 632 |
|
|
2025
Q1 | $495K | Sell |
19,483
-2,027
| -9% | -$51.5K | 0.01% | 784 |
|
|
2024
Q4 | $455K | Buy |
21,510
+660
| +3% | +$14K | 0.01% | 848 |
|
|
2024
Q3 | $403K | Buy |
+20,850
| New | +$403K | 0.01% | 870 |
|
|
2021
Q3 | – | Sell |
-2,975
| Closed | -$58K | – | 550 |
|
|
2021
Q2 | $58K | Buy |
2,975
+1,370
| +85% | +$26.7K | 0.04% | 259 |
|
|
2021
Q1 | $34K | Buy |
1,605
+575
| +56% | +$12.2K | 0.03% | 276 |
|
|
2020
Q4 | $21K | Buy |
+1,030
| New | +$21K | 0.02% | 297 |
|