Creative Planning’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $38.8M | Buy |
1,872,866
+84,000
| +5% | +$1.88M | 0.03% | 265 |
|
|
2025
Q4 | $45.8M | Sell |
1,788,866
-2,925
| -0.2% | -$82.1K | 0.03% | 215 |
|
|
2025
Q3 | $51.6M | Buy |
1,791,791
+69,246
| +4% | +$1.86M | 0.04% | 182 |
|
|
2025
Q2 | $44.8M | Buy |
1,722,545
+39,319
| +2% | +$984K | 0.04% | 192 |
|
|
2025
Q1 | $42.7M | Buy |
1,683,226
+92,399
| +6% | +$2.14M | 0.04% | 192 |
|
|
2024
Q4 | $33.7M | Buy |
1,590,827
+74,352
| +5% | +$1.45M | 0.03% | 201 |
|
|
2024
Q3 | $29.3M | Buy |
1,516,475
+93,295
| +7% | +$1.7M | 0.03% | 212 |
|
|
2024
Q2 | $24.2M | Buy |
1,423,180
+37,005
| +3% | +$612K | 0.03% | 233 |
|
|
2024
Q1 | $23.8M | Sell |
1,386,175
-4,735
| -0.3% | -$87K | 0.03% | 229 |
|
|
2023
Q4 | $26.3M | Buy |
1,390,910
+91,640
| +7% | +$1.59M | 0.05% | 202 |
|
|
2023
Q3 | $21.4M | Sell |
1,299,270
-85,045
| -6% | -$1.48M | 0.03% | 229 |
|
|
2023
Q2 | $24.9M | Buy |
1,384,315
+26,460
| +2% | +$496K | 0.03% | 190 |
|
|
2023
Q1 | $24.6M | Buy |
1,357,855
+23,525
| +2% | +$408K | 0.04% | 189 |
|
|
2022
Q4 | $20.4M | Sell |
1,334,330
-60,480
| -4% | -$903K | 0.03% | 211 |
|
|
2022
Q3 | $17.9M | Buy |
1,394,810
+98,025
| +8% | +$1.57M | 0.03% | 207 |
|
|
2022
Q2 | $21.2M | Sell |
1,296,785
-1,145
| -0.1% | -$20.3K | 0.03% | 186 |
|
|
2022
Q1 | $26.7M | Buy |
1,297,930
+950,725
| +274% | +$20.7M | 0.04% | 166 |
|
|
2021
Q4 | $8.78M | Sell |
347,205
-1,495
| -0.4% | -$35.6K | 0.01% | 312 |
|
|
2021
Q3 | $7.71M | Buy |
348,700
+36,820
| +12% | +$771K | 0.01% | 315 |
|
|
2021
Q2 | $6.06M | Sell |
311,880
-14,685
| -4% | -$298K | 0.01% | 359 |
|
|
2021
Q1 | $6.92M | Sell |
326,565
-42,540
| -12% | -$898K | 0.01% | 342 |
|
|
2020
Q4 | $7.46M | Buy |
369,105
+118,605
| +47% | +$2.06M | 0.02% | 306 |
|
|
2020
Q3 | $3.85M | Buy |
250,500
+47,820
| +24% | +$744K | 0.01% | 367 |
|
|
2020
Q2 | $2.8M | Buy |
202,680
+62,250
| +44% | +$809K | 0.01% | 397 |
|
|
2020
Q1 | $1.66M | Sell |
140,430
-172,495
| -55% | -$2.26M | 0.01% | 483 |
|
|
2019
Q4 | $4.26M | Sell |
312,925
-5,425
| -2% | -$67.6K | 0.01% | 327 |
|
|
2019
Q3 | $3.77M | Buy |
318,350
+4,030
| +1% | +$45.5K | 0.01% | 343 |
|
|
2019
Q2 | $3.29M | Buy |
314,320
+34,280
| +12% | +$337K | 0.01% | 372 |
|
|
2019
Q1 | $2.37M | Sell |
280,040
-4,980
| -2% | -$46.6K | 0.01% | 416 |
|
|
2018
Q4 | $2.75M | Buy |
285,020
+22,960
| +9% | +$243K | 0.01% | 359 |
|
|
2018
Q3 | $3.18M | Buy |
262,060
+2,730
| +1% | +$30.1K | 0.01% | 372 |
|
|
2018
Q2 | $2.66M | Sell |
259,330
-36,925
| -12% | -$359K | 0.01% | 405 |
|
|
2018
Q1 | $2.86M | Buy |
296,255
+25,215
| +9% | +$248K | 0.01% | 379 |
|
|
2017
Q4 | $2.44M | Buy |
271,040
+42,595
| +19% | +$366K | 0.01% | 415 |
|
|
2017
Q3 | $1.71M | Buy |
228,445
+3,840
| +2% | +$30.1K | 0.01% | 515 |
|
|
2017
Q2 | $1.72M | Buy |
224,605
+6,605
| +3% | +$46.9K | 0.01% | 488 |
|
|
2017
Q1 | $1.47M | Sell |
218,000
-290
| -0.1% | -$1.81K | 0.01% | 531 |
|
|
2016
Q4 | $1.22M | Sell |
218,290
-2,310
| -1% | -$14K | 0.01% | 553 |
|
|
2016
Q3 | $1.47M | Buy |
220,600
+152,490
| +224% | +$977K | 0.01% | 467 |
|
|
2016
Q2 | $400K | Buy |
68,110
+2,010
| +3% | +$10.8K | ﹤0.01% | 890 |
|
|
2016
Q1 | $340K | Buy |
66,100
+2,995
| +5% | +$13.7K | ﹤0.01% | 928 |
|
|
2015
Q4 | $311K | Buy |
63,105
+2,640
| +4% | +$14K | ﹤0.01% | 973 |
|
|
2015
Q3 | $296K | Sell |
60,465
-3,625
| -6% | -$19.3K | ﹤0.01% | 980 |
|
|
2015
Q2 | $364K | Buy |
64,090
+9,050
| +16% | +$55.4K | ﹤0.01% | 747 |
|
|
2015
Q1 | $295K | Buy |
55,040
+3,125
| +6% | +$15.8K | ﹤0.01% | 998 |
|
|
2014
Q4 | $213K | Buy |
51,915
+80
| +0.2% | +$315 | ﹤0.01% | 1106 |
|
|
2014
Q3 | $187K | Buy |
51,835
+920
| +2% | +$3.31K | ﹤0.01% | 1096 |
|
|
2014
Q2 | $171K | Sell |
50,915
-17,415
| -25% | -$60.2K | ﹤0.01% | 1118 |
|
|
2014
Q1 | $261K | Buy |
68,330
+2,950
| +5% | +$10.2K | ﹤0.01% | 877 |
|
|
2013
Q4 | $226K | Buy |
65,380
+130
| +0.2% | +$480 | ﹤0.01% | 811 |
|
|
2013
Q3 | $281K | Sell |
65,250
-2,000
| -3% | -$8.47K | 0.01% | 632 |
|
|
2013
Q2 | $285K | Buy |
+67,250
| New | +$253K | 0.01% | 565 |
|
Other funds holding SONY
MIP
