CarsonAllaria Wealth Management’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.1K | Hold |
501
| – | – | 0.01% | 233 |
|
|
2025
Q1 | $12.7K | Buy |
501
+150
| +43% | +$3.81K | 0.01% | 235 |
|
|
2024
Q4 | $7.44K | Sell |
351
-129
| -27% | -$2.74K | ﹤0.01% | 265 |
|
|
2024
Q3 | $9.35K | Hold |
480
| – | – | 0.01% | 263 |
|
|
2024
Q2 | $8.22K | Buy |
480
+120
| +33% | +$2.06K | 0.01% | 267 |
|
|
2024
Q1 | $6.24K | Sell |
360
-655
| -65% | -$11.4K | ﹤0.01% | 279 |
|
|
2023
Q4 | $19.3K | Sell |
1,015
-150
| -13% | -$2.85K | 0.01% | 176 |
|
|
2023
Q3 | $19.3K | Hold |
1,165
| – | – | 0.02% | 164 |
|
|
2023
Q2 | $21K | Hold |
1,165
| – | – | 0.02% | 166 |
|
|
2023
Q1 | $21.2K | Hold |
1,165
| – | – | 0.02% | 162 |
|
|
2022
Q4 | $18K | Hold |
1,165
| – | – | 0.02% | 158 |
|
|
2022
Q3 | $15K | Hold |
1,165
| – | – | 0.01% | 163 |
|
|
2022
Q2 | $19K | Hold |
1,165
| – | – | 0.02% | 148 |
|
|
2022
Q1 | $24K | Hold |
1,165
| – | – | 0.02% | 151 |
|
|
2021
Q4 | $29K | Buy |
+1,165
| New | +$29K | 0.03% | 152 |
|