Colonial Trust 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 | $4.95K | Hold |
190
| – | – | ﹤0.01% | 589 |
|
2025
Q1 | $4.82K | Hold |
190
| – | – | ﹤0.01% | 576 |
|
2024
Q4 | $4.02K | Buy |
190
+100
| +111% | +$2.12K | ﹤0.01% | 584 |
|
2024
Q3 | $1.74K | Hold |
90
| – | – | ﹤0.01% | 688 |
|
2024
Q2 | $1.53K | Sell |
90
-1,470
| -94% | -$25K | ﹤0.01% | 686 |
|
2024
Q1 | $26.8K | Hold |
1,560
| – | – | ﹤0.01% | 423 |
|
2023
Q4 | $29.5K | Hold |
1,560
| – | – | ﹤0.01% | 374 |
|
2023
Q3 | $25.7K | Hold |
1,560
| – | – | ﹤0.01% | 393 |
|
2023
Q2 | $28.1K | Sell |
1,560
-410
| -21% | -$7.38K | ﹤0.01% | 400 |
|
2023
Q1 | $35.7K | Hold |
1,970
| – | – | ﹤0.01% | 371 |
|
2022
Q4 | $30.1K | Buy |
+1,970
| New | +$30.1K | ﹤0.01% | 389 |
|