Concord Wealth Partners’s Sony SONY Stock Holding History

Concord Wealth Partners’s Portfolio SONY Stock Details SONY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.16K	Hold
2025 Q2	$1.05K	Buy
2024 Q4	–	Sell
2024 Q3	$2.41K	Buy
2022 Q3	–	Sell
2022 Q2	$2K	Sell
2022 Q1	$53K	Sell
2021 Q4	$67K	Buy
2021 Q3	$9K	Sell
2021 Q2	$30K	Buy
2021 Q1	$12K	Buy