Cerity Partners’s Sonos SONO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $578K | Buy |
53,447
+38,516
| +258% | +$416K | ﹤0.01% | 1786 |
|
|
2025
Q1 | $159K | Sell |
14,931
-1,092
| -7% | -$11.7K | ﹤0.01% | 2251 |
|
|
2024
Q4 | $227K | Sell |
16,023
-1,297
| -7% | -$18.3K | ﹤0.01% | 2175 |
|
|
2024
Q3 | $213K | Buy |
17,320
+2,174
| +14% | +$26.7K | ﹤0.01% | 2278 |
|
|
2024
Q2 | $224K | Sell |
15,146
-5,183
| -25% | -$76.5K | ﹤0.01% | 1975 |
|
|
2024
Q1 | $387K | Buy |
20,329
+6,401
| +46% | +$122K | ﹤0.01% | 1728 |
|
|
2023
Q4 | $239K | Buy |
+13,928
| New | +$239K | ﹤0.01% | 1634 |
|
|
2023
Q3 | – | Sell |
-13,078
| Closed | -$214K | – | 1673 |
|
|
2023
Q2 | $214K | Buy |
13,078
+1,650
| +14% | +$26.9K | ﹤0.01% | 1485 |
|
|
2023
Q1 | $950K | Buy |
11,428
+763
| +7% | +$63.4K | ﹤0.01% | 997 |
|
|
2022
Q4 | $180K | Sell |
10,665
-112
| -1% | -$1.89K | ﹤0.01% | 1357 |
|
|
2022
Q3 | $150K | Sell |
10,777
-468
| -4% | -$6.51K | ﹤0.01% | 1088 |
|
|
2022
Q2 | $202K | Buy |
11,245
+1,605
| +17% | +$28.8K | ﹤0.01% | 1075 |
|
|
2022
Q1 | $272K | Buy |
9,640
+146
| +2% | +$4.12K | ﹤0.01% | 762 |
|
|
2021
Q4 | $283K | Buy |
9,494
+554
| +6% | +$16.5K | ﹤0.01% | 796 |
|
|
2021
Q3 | $289K | Hold |
8,940
| – | – | 0.01% | 572 |
|
|
2021
Q2 | $315K | Hold |
8,940
| – | – | 0.01% | 564 |
|
|
2021
Q1 | $335K | Hold |
8,940
| – | – | 0.01% | 529 |
|
|
2020
Q4 | $209K | Buy |
+8,940
| New | +$209K | 0.01% | 590 |
|