Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$3.19M Buy
154,232
+56,080
+57% +$1.26M 0.22% 98
2025
Q4
$2.51M Buy
98,152
+262
+0.3% +$7.36K 0.18% 105
2025
Q3
$2.82M Buy
97,890
+8,482
+9% +$228K 0.19% 101
2025
Q2
$2.33M Buy
89,408
+1,541
+2% +$38.6K 0.19% 97
2025
Q1
$2.23M Buy
87,867
+27,482
+46% +$635K 0.2% 95
2024
Q4
$1.27M Sell
60,385
-12,980
-18% -$253K 0.12% 122
2024
Q3
$1.42M Buy
73,365
+4,590
+7% +$83.7K 0.13% 117
2024
Q2
$1.17M Buy
68,775
+2,260
+3% +$37.4K 0.11% 124
2024
Q1
$1.14M Buy
+66,515
New +$1.22M 0.1% 126
2023
Q3
$1.03M Buy
62,770
+270
+0.4% +$4.71K 0.12% 130
2023
Q2
$1.13M Sell
62,500
-1,985
-3% -$37.2K 0.12% 126
2023
Q1
$1.16M Sell
64,485
-6,660
-9% -$115K 0.13% 121
2022
Q4
$1.09M Buy
71,145
+9,405
+15% +$140K 0.13% 125
2022
Q3
$788K Buy
61,740
+12,555
+26% +$201K 0.1% 134
2022
Q2
$801K Sell
49,185
-52,295
-52% -$926K 0.1% 137
2022
Q1
$2.08M Buy
101,480
+29,825
+42% +$648K 0.21% 110
2021
Q4
$1.81M Buy
71,655
+4,030
+6% +$96K 0.18% 110
2021
Q3
$1.49M Sell
67,625
-1,280
-2% -$26.8K 0.17% 111
2021
Q2
$1.34M Buy
68,905
+6,900
+11% +$140K 0.15% 104
2021
Q1
$1.31M Buy
62,005
+665
+1% +$14K 0.15% 106
2020
Q4
$1.24M Buy
61,340
+27,135
+79% +$472K 0.15% 110
2020
Q3
$526K Buy
34,205
+15,970
+88% +$248K 0.07% 135
2020
Q2
$252K Buy
+18,235
New +$237K 0.04% 159
2020
Q1
Sell
-16,350
Closed -$223K 183
2019
Q4
$223K Buy
+16,350
New +$204K 0.03% 178

Other funds holding SONY