Concourse Financial Group Securities’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-13,174
| Closed | -$276K | – | 7166 |
|
|
2024
Q4 | $276K | Buy |
13,174
+5,614
| +74% | +$117K | 0.02% | 636 |
|
|
2024
Q3 | $146K | Sell |
7,560
-520
| -6% | -$10K | 0.01% | 827 |
|
|
2024
Q2 | $137K | Sell |
8,080
-445
| -5% | -$7.56K | 0.01% | 825 |
|
|
2024
Q1 | $146K | Sell |
8,525
-45
| -0.5% | -$772 | 0.01% | 794 |
|
|
2023
Q4 | $162K | Sell |
8,570
-2,050
| -19% | -$38.8K | 0.01% | 729 |
|
|
2023
Q3 | $175K | Sell |
10,620
-400
| -4% | -$6.59K | 0.01% | 660 |
|
|
2023
Q2 | $198K | Buy |
11,020
+650
| +6% | +$11.7K | 0.02% | 643 |
|
|
2023
Q1 | $188K | Sell |
10,370
-885
| -8% | -$16K | 0.01% | 662 |
|
|
2022
Q4 | $172K | Sell |
11,255
-12,550
| -53% | -$191K | 0.01% | 653 |
|
|
2022
Q3 | $305K | Buy |
23,805
+1,785
| +8% | +$22.9K | 0.03% | 452 |
|
|
2022
Q2 | $360K | Buy |
22,020
+1,040
| +5% | +$17K | 0.03% | 473 |
|
|
2022
Q1 | $431K | Sell |
20,980
-33,180
| -61% | -$682K | 0.03% | 463 |
|
|
2021
Q4 | $1.37M | Buy |
54,160
+3,605
| +7% | +$91.1K | 0.08% | 248 |
|
|
2021
Q3 | $1.12M | Buy |
50,555
+19,430
| +62% | +$430K | 0.07% | 284 |
|
|
2021
Q2 | $605K | Buy |
31,125
+4,305
| +16% | +$83.7K | 0.04% | 430 |
|
|
2021
Q1 | $569K | Buy |
26,820
+5,665
| +27% | +$120K | 0.04% | 400 |
|
|
2020
Q4 | $428K | Buy |
21,155
+9,900
| +88% | +$200K | 0.03% | 412 |
|
|
2020
Q3 | $173K | Buy |
11,255
+350
| +3% | +$5.38K | 0.02% | 589 |
|
|
2020
Q2 | $151K | Sell |
10,905
-990
| -8% | -$13.7K | 0.01% | 589 |
|
|
2020
Q1 | $141K | Buy |
11,895
+325
| +3% | +$3.85K | 0.02% | 557 |
|
|
2019
Q4 | $157K | Buy |
11,570
+6,595
| +133% | +$89.5K | 0.02% | 567 |
|
|
2019
Q3 | $59K | Sell |
4,975
-5,530
| -53% | -$65.6K | 0.01% | 570 |
|
|
2019
Q2 | $110K | Buy |
10,505
+1,345
| +15% | +$14.1K | 0.01% | 640 |
|
|
2019
Q1 | $77K | Sell |
9,160
-1,455
| -14% | -$12.2K | 0.01% | 745 |
|
|
2018
Q4 | $102K | Sell |
10,615
-25
| -0.2% | -$240 | 0.01% | 621 |
|
|
2018
Q3 | $129K | Buy |
+10,640
| New | +$129K | 0.04% | 368 |
|