Benjamin F. Edwards & Company’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $297K | Buy |
17,480
+390
| +2% | +$6.63K | 0.01% | 816 |
|
|
2024
Q1 | $293K | Buy |
17,090
+955
| +6% | +$16.4K | 0.01% | 795 |
|
|
2023
Q4 | $306K | Buy |
+16,135
| New | +$306K | 0.01% | 747 |
|
|
2020
Q3 | – | Sell |
-1,045
| Closed | -$14K | – | 1758 |
|
|
2020
Q2 | $14K | Sell |
1,045
-865
| -45% | -$11.6K | ﹤0.01% | 1207 |
|
|
2020
Q1 | $23K | Sell |
1,910
-3,090
| -62% | -$37.2K | ﹤0.01% | 1040 |
|
|
2019
Q4 | $68K | Hold |
5,000
| – | – | ﹤0.01% | 899 |
|
|
2019
Q3 | $59K | Sell |
5,000
-315
| -6% | -$3.72K | ﹤0.01% | 881 |
|
|
2019
Q2 | $56K | Buy |
5,315
+315
| +6% | +$3.32K | ﹤0.01% | 876 |
|
|
2019
Q1 | $42K | Hold |
5,000
| – | – | ﹤0.01% | 922 |
|
|
2018
Q4 | $48K | Hold |
5,000
| – | – | 0.01% | 831 |
|
|
2018
Q3 | $61K | Hold |
5,000
| – | – | 0.01% | 802 |
|
|
2018
Q2 | $51K | Hold |
5,000
| – | – | 0.01% | 846 |
|
|
2018
Q1 | $48K | Hold |
5,000
| – | – | ﹤0.01% | 858 |
|
|
2017
Q4 | $45K | Hold |
5,000
| – | – | ﹤0.01% | 829 |
|
|
2017
Q3 | $37K | Hold |
5,000
| – | – | ﹤0.01% | 834 |
|
|
2017
Q2 | $38K | Hold |
5,000
| – | – | 0.01% | 778 |
|
|
2017
Q1 | $34K | Hold |
5,000
| – | – | 0.01% | 753 |
|
|
2016
Q4 | $28K | Hold |
5,000
| – | – | ﹤0.01% | 728 |
|
|
2016
Q3 | $33K | Hold |
5,000
| – | – | 0.01% | 622 |
|
|
2016
Q2 | $29K | Hold |
5,000
| – | – | 0.01% | 611 |
|
|
2016
Q1 | $26K | Buy |
5,000
+4,920
| +6,150% | +$25.6K | 0.01% | 622 |
|
|
2015
Q4 | $0 | Buy |
+80
| New | – | ﹤0.01% | 1235 |
|