Calamos Wealth Management’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-87,145
| Closed | -$1.65M | – | 325 |
|
|
2023
Q4 | $1.65M | Buy |
87,145
+2,280
| +3% | +$43.2K | 0.1% | 104 |
|
|
2023
Q3 | $1.4M | Sell |
84,865
-17,985
| -17% | -$296K | 0.11% | 112 |
|
|
2023
Q2 | $1.85M | Buy |
102,850
+21,200
| +26% | +$382K | 0.14% | 102 |
|
|
2023
Q1 | $1.48M | Sell |
81,650
-4,835
| -6% | -$87.7K | 0.12% | 109 |
|
|
2022
Q4 | $1.32M | Buy |
86,485
+13,985
| +19% | +$213K | 0.1% | 118 |
|
|
2022
Q3 | $929K | Sell |
72,500
-23,705
| -25% | -$304K | 0.08% | 141 |
|
|
2022
Q2 | $1.57M | Buy |
96,205
+6,130
| +7% | +$100K | 0.14% | 111 |
|
|
2022
Q1 | $1.85M | Buy |
90,075
+29,205
| +48% | +$600K | 0.14% | 113 |
|
|
2021
Q4 | $1.54M | Buy |
+60,870
| New | +$1.54M | 0.11% | 128 |
|
|
2021
Q3 | – | Sell |
-71,235
| Closed | -$1.39M | – | 320 |
|
|
2021
Q2 | $1.39M | Buy |
71,235
+8,950
| +14% | +$174K | 0.11% | 133 |
|
|
2021
Q1 | $1.32M | Buy |
+62,285
| New | +$1.32M | 0.11% | 132 |
|