Bruce G. Allen Investments’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $101K | Sell |
3,869
-94
| -2% | -$2.45K | 0.08% | 153 |
|
|
2025
Q1 | $101K | Sell |
3,963
-746
| -16% | -$18.9K | 0.08% | 140 |
|
|
2024
Q4 | $99.6K | Buy |
4,709
+99
| +2% | +$2.1K | 0.08% | 145 |
|
|
2024
Q3 | $89K | Sell |
4,610
-3,450
| -43% | -$66.6K | 0.07% | 172 |
|
|
2024
Q2 | $137K | Hold |
8,060
| – | – | 0.12% | 110 |
|
|
2024
Q1 | $138K | Buy |
8,060
+295
| +4% | +$5.06K | 0.11% | 114 |
|
|
2023
Q4 | $147K | Buy |
+7,765
| New | +$147K | 0.13% | 98 |
|