Capital Advisory Group Advisory Services’s Sony SONY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-11,445
| Closed | -$235K | – | 441 |
|
2022
Q1 | $235K | Sell |
11,445
-45
| -0.4% | -$924 | 0.11% | 139 |
|
2021
Q4 | $290K | Sell |
11,490
-35
| -0.3% | -$883 | 0.13% | 131 |
|
2021
Q3 | $255K | Sell |
11,525
-23,080
| -67% | -$511K | 0.09% | 173 |
|
2021
Q2 | $673K | Buy |
34,605
+22,960
| +197% | +$447K | 0.24% | 92 |
|
2021
Q1 | $247K | Buy |
11,645
+245
| +2% | +$5.2K | 0.1% | 161 |
|
2020
Q4 | $231K | Buy |
11,400
+295
| +3% | +$5.98K | 0.1% | 162 |
|
2020
Q3 | $170K | Sell |
11,105
-10
| -0.1% | -$153 | 0.09% | 148 |
|
2020
Q2 | $154K | Buy |
+11,115
| New | +$154K | 0.09% | 156 |
|