Cetera Trust Company’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $454K | Buy |
17,450
+525
| +3% | +$13.7K | 0.27% | 68 |
|
|
2025
Q1 | $430K | Hold |
16,925
| – | – | 0.27% | 64 |
|
|
2024
Q4 | $358K | Buy |
16,925
+600
| +4% | +$12.7K | 0.23% | 77 |
|
|
2024
Q3 | $315K | Hold |
16,325
| – | – | 0.19% | 102 |
|
|
2024
Q2 | $277K | Hold |
16,325
| – | – | 0.17% | 104 |
|
|
2024
Q1 | $280K | Buy |
16,325
+625
| +4% | +$10.7K | 0.17% | 109 |
|
|
2023
Q4 | $297K | Buy |
+15,700
| New | +$297K | 0.19% | 97 |
|