Bogart Wealth LLC’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $20.5K | Hold |
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|
2025
Q2 | $18.5K | Hold |
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|
2025
Q1 | $18.1K | Sell |
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|
2024
Q4 | $19.2K | Buy |
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|
2024
Q3 | $12.7K | Buy |
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|
2024
Q2 | $9.43K | Hold |
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|
2024
Q1 | $9.52K | Hold |
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|
2023
Q4 | $10.5K | Hold |
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|
2023
Q3 | $9.15K | Hold |
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|
2023
Q2 | $9.99K | Sell |
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|
2023
Q1 | $14.1K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $5K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1K | Buy |
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|
2021
Q1 | – | Hold |
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|
2020
Q4 | – | Hold |
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