Cerity Partners’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.5M | Buy |
671,620
+9,462
| +1% | +$246K | 0.03% | 386 |
|
|
2025
Q1 | $16.8M | Buy |
662,158
+400,740
| +153% | +$10.2M | 0.03% | 370 |
|
|
2024
Q4 | $13.7M | Sell |
261,418
-488,312
| -65% | -$25.5M | 0.03% | 405 |
|
|
2024
Q3 | $14.5M | Buy |
749,730
+196,040
| +35% | +$3.79M | 0.03% | 388 |
|
|
2024
Q2 | $9.41M | Sell |
553,690
-129,795
| -19% | -$2.21M | 0.02% | 436 |
|
|
2024
Q1 | $11.7M | Buy |
683,485
+492,570
| +258% | +$8.44M | 0.03% | 417 |
|
|
2023
Q4 | $3.62M | Buy |
190,915
+96,975
| +103% | +$1.84M | 0.01% | 607 |
|
|
2023
Q3 | $1.55M | Sell |
93,940
-38,415
| -29% | -$633K | 0.01% | 642 |
|
|
2023
Q2 | $2.38M | Sell |
132,355
-7,745
| -6% | -$139K | 0.01% | 676 |
|
|
2023
Q1 | $2.54M | Buy |
140,100
+35,870
| +34% | +$650K | 0.01% | 645 |
|
|
2022
Q4 | $1.59M | Buy |
104,230
+39,735
| +62% | +$606K | 0.01% | 572 |
|
|
2022
Q3 | $826K | Sell |
64,495
-13,095
| -17% | -$168K | 0.01% | 559 |
|
|
2022
Q2 | $1.27M | Buy |
77,590
+56,860
| +274% | +$930K | 0.01% | 499 |
|
|
2022
Q1 | $425K | Sell |
20,730
-11,760
| -36% | -$241K | 0.01% | 628 |
|
|
2021
Q4 | $821K | Buy |
+32,490
| New | +$821K | 0.01% | 470 |
|
|
2019
Q4 | – | Sell |
-17,470
| Closed | -$206K | – | 568 |
|
|
2019
Q3 | $206K | Buy |
+17,470
| New | +$206K | 0.01% | 450 |
|
|
2019
Q2 | – | Sell |
-84,175
| Closed | -$711K | – | 574 |
|
|
2019
Q1 | $711K | Buy |
84,175
+30,800
| +58% | +$260K | 0.05% | 283 |
|
|
2018
Q4 | $515K | Sell |
53,375
-29,090
| -35% | -$281K | 0.03% | 312 |
|
|
2018
Q3 | $1M | Buy |
82,465
+1,210
| +1% | +$14.7K | 0.07% | 245 |
|
|
2018
Q2 | $833K | Buy |
81,255
+56,685
| +231% | +$581K | 0.06% | 257 |
|
|
2018
Q1 | $238K | Sell |
24,570
-4,085
| -14% | -$39.6K | 0.02% | 473 |
|
|
2017
Q4 | $258K | Sell |
28,655
-19,085
| -40% | -$172K | 0.02% | 483 |
|
|
2017
Q3 | $357K | Sell |
47,740
-42,725
| -47% | -$319K | 0.03% | 393 |
|
|
2017
Q2 | $2.06M | Buy |
90,465
+3,970
| +5% | +$90.4K | 0.17% | 114 |
|
|
2017
Q1 | $583K | Buy |
+86,495
| New | +$583K | 0.05% | 240 |
|