CAPTRUST Financial Advisors’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.98M | Buy |
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|
2025
Q1 | $4.35M | Buy |
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|
2024
Q4 | $3.25M | Sell |
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|
2024
Q3 | $3.41M | Sell |
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|
2024
Q2 | $3.76M | Sell |
|
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|
2024
Q1 | $5.26M | Sell |
|
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|
2023
Q4 | $7.7M | Buy |
|
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|
2023
Q3 | $4.09M | Buy |
|
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|
2023
Q2 | $3.83M | Sell |
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|
2023
Q1 | $3.93M | Buy |
|
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|
2022
Q4 | $1.41M | Sell |
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|
2022
Q3 | $1.36M | Sell |
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|
2022
Q2 | $1.87M | Buy |
|
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|
2022
Q1 | $1.92M | Buy |
|
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|
2021
Q4 | $2.31M | Sell |
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|
2021
Q3 | $2.13M | Sell |
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|
2021
Q2 | $2.42M | Buy |
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|
2021
Q1 | $1.54M | Buy |
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|
2020
Q4 | $946K | Buy |
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|
2020
Q3 | $446K | Buy |
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|
2020
Q2 | $249K | Buy |
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|
2020
Q1 | $97K | Buy |
|