Checchi Capital Advisers’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $781K | Buy |
30,017
+153
| +0.5% | +$3.98K | 0.04% | 249 |
|
|
2025
Q1 | $758K | Buy |
29,864
+1,778
| +6% | +$45.1K | 0.04% | 255 |
|
|
2024
Q4 | $594K | Buy |
28,086
+251
| +0.9% | +$5.31K | 0.03% | 283 |
|
|
2024
Q3 | $538K | Buy |
27,835
+165
| +0.6% | +$3.19K | 0.03% | 310 |
|
|
2024
Q2 | $470K | Sell |
27,670
-645
| -2% | -$11K | 0.02% | 330 |
|
|
2024
Q1 | $486K | Sell |
28,315
-4,245
| -13% | -$72.8K | 0.04% | 332 |
|
|
2023
Q4 | $617K | Sell |
32,560
-795
| -2% | -$15.1K | 0.05% | 263 |
|
|
2023
Q3 | $550K | Sell |
33,355
-385
| -1% | -$6.35K | 0.05% | 268 |
|
|
2023
Q2 | $608K | Sell |
33,740
-270
| -0.8% | -$4.86K | 0.05% | 251 |
|
|
2023
Q1 | $617K | Buy |
34,010
+1,365
| +4% | +$24.7K | 0.06% | 235 |
|
|
2022
Q4 | $498K | Sell |
32,645
-3,945
| -11% | -$60.2K | 0.05% | 273 |
|
|
2022
Q3 | $469K | Buy |
36,590
+250
| +0.7% | +$3.2K | 0.04% | 275 |
|
|
2022
Q2 | $621K | Sell |
36,340
-1,350
| -4% | -$23.1K | 0.05% | 243 |
|
|
2022
Q1 | $774K | Buy |
37,690
+125
| +0.3% | +$2.57K | 0.07% | 187 |
|
|
2021
Q4 | $950K | Buy |
37,565
+20
| +0.1% | +$506 | 0.08% | 156 |
|
|
2021
Q3 | $830K | Buy |
37,545
+375
| +1% | +$8.29K | 0.08% | 159 |
|
|
2021
Q2 | $723K | Sell |
37,170
-1,605
| -4% | -$31.2K | 0.07% | 181 |
|
|
2021
Q1 | $822K | Sell |
38,775
-1,400
| -3% | -$29.7K | 0.08% | 154 |
|
|
2020
Q4 | $812K | Buy |
40,175
+1,185
| +3% | +$24K | 0.08% | 147 |
|
|
2020
Q3 | $598K | Sell |
38,990
-655
| -2% | -$10K | 0.07% | 174 |
|
|
2020
Q2 | $548K | Buy |
39,645
+85
| +0.2% | +$1.18K | 0.07% | 182 |
|
|
2020
Q1 | $468K | Sell |
39,560
-5,255
| -12% | -$62.2K | 0.04% | 170 |
|
|
2019
Q4 | $609K | Sell |
44,815
-235
| -0.5% | -$3.19K | 0.08% | 166 |
|
|
2019
Q3 | $533K | Buy |
45,050
+9,185
| +26% | +$109K | 0.07% | 176 |
|
|
2019
Q2 | $376K | Sell |
35,865
-5,255
| -13% | -$55.1K | 0.05% | 246 |
|
|
2019
Q1 | $347K | Buy |
41,120
+460
| +1% | +$3.88K | 0.04% | 248 |
|
|
2018
Q4 | $393K | Sell |
40,660
-780
| -2% | -$7.54K | 0.05% | 200 |
|
|
2018
Q3 | $503K | Buy |
41,440
+2,735
| +7% | +$33.2K | 0.06% | 205 |
|
|
2018
Q2 | $397K | Buy |
38,705
+1,200
| +3% | +$12.3K | 0.05% | 234 |
|
|
2018
Q1 | $363K | Sell |
37,505
-10,650
| -22% | -$103K | 0.05% | 246 |
|
|
2017
Q4 | $433K | Buy |
48,155
+11,160
| +30% | +$100K | 0.06% | 215 |
|
|
2017
Q3 | $276K | Sell |
36,995
-13,575
| -27% | -$101K | 0.03% | 287 |
|
|
2017
Q2 | $386K | Buy |
50,570
+12,425
| +33% | +$94.8K | 0.04% | 214 |
|
|
2017
Q1 | $257K | Sell |
38,145
-855
| -2% | -$5.76K | 0.03% | 316 |
|
|
2016
Q4 | $219K | Buy |
39,000
+380
| +1% | +$2.13K | 0.03% | 327 |
|
|
2016
Q3 | $257K | Buy |
38,620
+825
| +2% | +$5.49K | 0.03% | 291 |
|
|
2016
Q2 | $222K | Buy |
37,795
+1,370
| +4% | +$8.05K | 0.03% | 304 |
|
|
2016
Q1 | $187K | Buy |
+36,425
| New | +$187K | 0.04% | 357 |
|
|
2015
Q3 | – | Sell |
-36,435
| Closed | -$207K | – | 367 |
|
|
2015
Q2 | $207K | Buy |
+36,435
| New | +$207K | 0.05% | 327 |
|