Creative Planning’s Sonos SONO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $469K | Buy |
43,358
+21,915
| +102% | +$237K | ﹤0.01% | 2513 |
|
|
2025
Q1 | $229K | Sell |
21,443
-9,603
| -31% | -$102K | ﹤0.01% | 2952 |
|
|
2024
Q4 | $467K | Buy |
31,046
+1,558
| +5% | +$23.4K | ﹤0.01% | 2285 |
|
|
2024
Q3 | $362K | Buy |
29,488
+4,135
| +16% | +$50.8K | ﹤0.01% | 2369 |
|
|
2024
Q2 | $374K | Sell |
25,353
-4,293
| -14% | -$63.4K | ﹤0.01% | 2173 |
|
|
2024
Q1 | $565K | Sell |
29,646
-3,710
| -11% | -$70.7K | ﹤0.01% | 1763 |
|
|
2023
Q4 | $572K | Sell |
33,356
-4,304
| -11% | -$73.8K | ﹤0.01% | 1611 |
|
|
2023
Q3 | $486K | Buy |
37,660
+20,338
| +117% | +$263K | ﹤0.01% | 1584 |
|
|
2023
Q2 | $283K | Buy |
17,322
+2,515
| +17% | +$41.1K | ﹤0.01% | 1944 |
|
|
2023
Q1 | $291K | Buy |
14,807
+251
| +2% | +$4.93K | ﹤0.01% | 1835 |
|
|
2022
Q4 | $246K | Buy |
14,556
+1,589
| +12% | +$26.9K | ﹤0.01% | 1861 |
|
|
2022
Q3 | $180K | Sell |
12,967
-166
| -1% | -$2.3K | ﹤0.01% | 1928 |
|
|
2022
Q2 | $237K | Buy |
13,133
+2,471
| +23% | +$44.6K | ﹤0.01% | 1763 |
|
|
2022
Q1 | $301K | Sell |
10,662
-201
| -2% | -$5.67K | ﹤0.01% | 1641 |
|
|
2021
Q4 | $324K | Sell |
10,863
-192
| -2% | -$5.73K | ﹤0.01% | 1567 |
|
|
2021
Q3 | $358K | Buy |
11,055
+1,583
| +17% | +$51.3K | ﹤0.01% | 1490 |
|
|
2021
Q2 | $334K | Buy |
9,472
+67
| +0.7% | +$2.36K | ﹤0.01% | 1501 |
|
|
2021
Q1 | $352K | Buy |
9,405
+316
| +3% | +$11.8K | ﹤0.01% | 1662 |
|
|
2020
Q4 | $213K | Buy |
+9,089
| New | +$213K | ﹤0.01% | 1822 |
|