Coldstream Capital Management’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $971K | Buy |
37,290
+19,167
| +106% | +$499K | 0.02% | 433 |
|
|
2025
Q1 | $460K | Buy |
18,123
+267
| +1% | +$6.78K | 0.01% | 647 |
|
|
2024
Q4 | $378K | Sell |
17,856
-2,109
| -11% | -$44.6K | 0.01% | 716 |
|
|
2024
Q3 | $352K | Buy |
19,965
+3,755
| +23% | +$66.3K | 0.01% | 757 |
|
|
2024
Q2 | $275K | Hold |
16,210
| – | – | 0.01% | 791 |
|
|
2024
Q1 | $278K | Buy |
16,210
+525
| +3% | +$9K | 0.01% | 797 |
|
|
2023
Q4 | $297K | Buy |
+15,685
| New | +$297K | 0.01% | 711 |
|