Clearstead Advisors’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Buy |
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|
2025
Q1 | $963K | Buy |
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|
2024
Q4 | $603K | Buy |
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|
2024
Q3 | $539K | Sell |
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|
2024
Q2 | $493K | Buy |
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|
2024
Q1 | $441K | Sell |
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|
2023
Q4 | $560K | Sell |
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|
2023
Q3 | $937K | Buy |
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|
2023
Q2 | $507K | Hold |
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|
2023
Q1 | $511K | Buy |
|
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|
2022
Q4 | $426K | Hold |
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|
2022
Q3 | $358K | Hold |
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|
2022
Q2 | $456K | Sell |
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|
2022
Q1 | $594K | Buy |
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|
2021
Q4 | $23K | Sell |
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|
2021
Q3 | $70K | Buy |
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