CreativeOne 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 | $283K | Buy |
10,882
+16
| +0.1% | +$416 | 0.01% | 939 |
|
|
2025
Q1 | $276K | Sell |
10,866
-167
| -2% | -$4.24K | 0.01% | 892 |
|
|
2024
Q4 | $233K | Buy |
11,033
+638
| +6% | +$13.5K | 0.01% | 969 |
|
|
2024
Q3 | $201K | Buy |
+10,395
| New | +$201K | 0.01% | 909 |
|
|
2022
Q1 | – | Sell |
-8,925
| Closed | -$226K | – | 810 |
|
|
2021
Q4 | $226K | Sell |
8,925
-1,940
| -18% | -$49.1K | 0.01% | 678 |
|
|
2021
Q3 | $240K | Buy |
+10,865
| New | +$240K | 0.01% | 613 |
|