Clearstead Advisors’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Buy |
40,624
+2,695
| +7% | +$70.2K | 0.01% | 423 |
|
|
2025
Q1 | $963K | Buy |
37,929
+9,443
| +33% | +$240K | 0.01% | 416 |
|
|
2024
Q4 | $603K | Buy |
28,486
+581
| +2% | +$12.3K | 0.01% | 525 |
|
|
2024
Q3 | $539K | Sell |
27,905
-1,095
| -4% | -$21.1K | 0.01% | 549 |
|
|
2024
Q2 | $493K | Buy |
29,000
+45
| +0.2% | +$765 | 0.01% | 539 |
|
|
2024
Q1 | $441K | Sell |
28,955
-615
| -2% | -$9.37K | 0.02% | 329 |
|
|
2023
Q4 | $560K | Sell |
29,570
-27,300
| -48% | -$517K | 0.03% | 294 |
|
|
2023
Q3 | $937K | Buy |
56,870
+28,690
| +102% | +$473K | 0.03% | 310 |
|
|
2023
Q2 | $507K | Hold |
28,180
| – | – | 0.03% | 290 |
|
|
2023
Q1 | $511K | Buy |
28,180
+275
| +1% | +$4.99K | 0.04% | 255 |
|
|
2022
Q4 | $426K | Hold |
27,905
| – | – | 0.03% | 276 |
|
|
2022
Q3 | $358K | Hold |
27,905
| – | – | 0.03% | 277 |
|
|
2022
Q2 | $456K | Sell |
27,905
-965
| -3% | -$15.8K | 0.04% | 264 |
|
|
2022
Q1 | $594K | Buy |
28,870
+27,965
| +3,090% | +$575K | 0.04% | 245 |
|
|
2021
Q4 | $23K | Sell |
905
-2,265
| -71% | -$57.6K | ﹤0.01% | 793 |
|
|
2021
Q3 | $70K | Buy |
+3,170
| New | +$70K | 0.01% | 555 |
|