Corient Private Wealth’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.2M | Buy |
470,012
+219,223
| +87% | +$5.71M | 0.01% | 527 |
|
|
2025
Q1 | $6.37M | Sell |
250,789
-16,028
| -6% | -$407K | 0.01% | 619 |
|
|
2024
Q4 | $5.65M | Sell |
266,817
-18,668
| -7% | -$395K | 0.01% | 664 |
|
|
2024
Q3 | $5.51M | Buy |
285,485
+21,150
| +8% | +$408K | 0.01% | 702 |
|
|
2024
Q2 | $4.49M | Buy |
264,335
+2,780
| +1% | +$47.2K | 0.01% | 735 |
|
|
2024
Q1 | $4.49M | Sell |
261,555
-8,600
| -3% | -$147K | 0.01% | 731 |
|
|
2023
Q4 | $5.12M | Buy |
270,155
+91,655
| +51% | +$1.74M | 0.01% | 692 |
|
|
2023
Q3 | $2.95M | Buy |
178,500
+3,310
| +2% | +$54.8K | 0.01% | 777 |
|
|
2023
Q2 | $3.15M | Buy |
175,190
+19,615
| +13% | +$353K | 0.01% | 759 |
|
|
2023
Q1 | $2.82M | Buy |
155,575
+64,175
| +70% | +$1.16M | 0.01% | 744 |
|
|
2022
Q4 | $1.38M | Buy |
+91,400
| New | +$1.38M | 0.01% | 813 |
|