Cetera Advisors’s Sony SONY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | $586K | Buy |
34,165
+15,475
| +83% | +$265K | ﹤0.01% | 1504 |
|
2023
Q4 | $354K | Sell |
18,690
-855
| -4% | -$16.2K | ﹤0.01% | 1325 |
|
2023
Q3 | $322K | Buy |
+19,545
| New | +$322K | 0.01% | 1284 |
|
2023
Q2 | – | Sell |
-11,550
| Closed | -$209K | – | 1739 |
|
2023
Q1 | $209K | Buy |
+11,550
| New | +$209K | ﹤0.01% | 1473 |
|
2020
Q3 | – | Sell |
-20,005
| Closed | -$277K | – | 985 |
|
2020
Q2 | $277K | Buy |
+20,005
| New | +$277K | 0.01% | 725 |
|
2019
Q1 | – | Sell |
-34,370
| Closed | -$332K | – | 1272 |
|
2018
Q4 | $332K | Buy |
+34,370
| New | +$332K | 0.02% | 604 |
|