Carolinas Wealth Consulting’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-513
| Closed | -$13K | – | 804 |
|
|
2025
Q1 | $13K | Hold |
513
| – | – | ﹤0.01% | 504 |
|
|
2024
Q4 | $10.9K | Buy |
513
+73
| +17% | +$1.55K | ﹤0.01% | 535 |
|
|
2024
Q3 | $8.49K | Buy |
440
+145
| +49% | +$2.8K | ﹤0.01% | 586 |
|
|
2024
Q2 | $4.95K | Sell |
295
-115
| -28% | -$1.93K | ﹤0.01% | 650 |
|
|
2024
Q1 | $7.04K | Hold |
410
| – | – | ﹤0.01% | 604 |
|
|
2023
Q4 | $7.78K | Hold |
410
| – | – | ﹤0.01% | 573 |
|
|
2023
Q3 | $6.82K | Sell |
410
-65
| -14% | -$1.08K | ﹤0.01% | 571 |
|
|
2023
Q2 | $8.58K | Sell |
475
-20
| -4% | -$361 | ﹤0.01% | 612 |
|
|
2023
Q1 | $8.97K | Hold |
495
| – | – | ﹤0.01% | 618 |
|
|
2022
Q4 | $7.55K | Buy |
+495
| New | +$7.55K | ﹤0.01% | 651 |
|