Charles Carroll Financial Partners’s Sony SONY Stock Holding History

Charles Carroll Financial Partners’s Portfolio SONY Stock Details SONY Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$710K	Hold
2023 Q3	$618K	Hold
2023 Q2	$675K	Hold
2023 Q1	$680K	Sell
2022 Q4	$801K	Sell
2022 Q3	$769K	Sell
2022 Q2	$2.28M	Hold
2022 Q1	$2.87M	Sell
2021 Q4	$3.82M	Buy