Concord Wealth Partners’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05K | Buy |
+40
| New | +$1.05K | ﹤0.01% | 754 |
|
|
2024
Q4 | – | Sell |
-125
| Closed | -$2.41K | – | 979 |
|
|
2024
Q3 | $2.41K | Buy |
+125
| New | +$2.41K | ﹤0.01% | 725 |
|
|
2022
Q3 | – | Sell |
-145
| Closed | -$2K | – | 994 |
|
|
2022
Q2 | $2K | Sell |
145
-2,425
| -94% | -$33.4K | ﹤0.01% | 1067 |
|
|
2022
Q1 | $53K | Sell |
2,570
-70
| -3% | -$1.44K | 0.01% | 426 |
|
|
2021
Q4 | $67K | Buy |
2,640
+2,250
| +577% | +$57.1K | 0.02% | 396 |
|
|
2021
Q3 | $9K | Sell |
390
-1,175
| -75% | -$27.1K | ﹤0.01% | 489 |
|
|
2021
Q2 | $30K | Buy |
1,565
+980
| +168% | +$18.8K | 0.01% | 430 |
|
|
2021
Q1 | $12K | Buy |
+585
| New | +$12K | ﹤0.01% | 562 |
|