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