Bogart Wealth LLC’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.5K | Hold |
711
| – | – | ﹤0.01% | 644 |
|
|
2025
Q1 | $18.1K | Sell |
711
-196
| -22% | -$4.98K | ﹤0.01% | 608 |
|
|
2024
Q4 | $19.2K | Buy |
907
+252
| +38% | +$5.33K | ﹤0.01% | 590 |
|
|
2024
Q3 | $12.7K | Buy |
655
+100
| +18% | +$1.93K | ﹤0.01% | 638 |
|
|
2024
Q2 | $9.43K | Hold |
555
| – | – | ﹤0.01% | 683 |
|
|
2024
Q1 | $9.52K | Hold |
555
| – | – | ﹤0.01% | 660 |
|
|
2023
Q4 | $10.5K | Hold |
555
| – | – | ﹤0.01% | 610 |
|
|
2023
Q3 | $9.15K | Hold |
555
| – | – | ﹤0.01% | 607 |
|
|
2023
Q2 | $9.99K | Sell |
555
-225
| -29% | -$4.05K | ﹤0.01% | 582 |
|
|
2023
Q1 | $14.1K | Buy |
+780
| New | +$14.1K | ﹤0.01% | 532 |
|
|
2022
Q4 | – | Sell |
-400
| Closed | -$5K | – | 1200 |
|
|
2022
Q3 | $5K | Buy |
+400
| New | +$5K | ﹤0.01% | 697 |
|
|
2022
Q1 | – | Sell |
-50
| Closed | -$1K | – | 864 |
|
|
2021
Q4 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 732 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 708 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 558 |
|