Castleview Partners’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,307
| Closed | -$48.7K | – | 500 |
|
|
2024
Q4 | $48.7K | Sell |
2,307
-3
| -0.1% | -$63 | 0.03% | 343 |
|
|
2024
Q3 | $44.7K | Hold |
2,310
| – | – | 0.03% | 337 |
|
|
2024
Q2 | $39.2K | Sell |
2,310
-1,685
| -42% | -$28.6K | 0.02% | 355 |
|
|
2024
Q1 | $68.5K | Sell |
3,995
-20
| -0.5% | -$343 | 0.04% | 301 |
|
|
2023
Q4 | $76K | Buy |
+4,015
| New | +$76K | 0.05% | 235 |
|
|
2021
Q2 | $8K | Buy |
+395
| New | +$8K | ﹤0.01% | 748 |
|