Dakota Wealth Management’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 |
-11,260
| Closed | -$238K | – | 793 |
|
|
2024
Q4 | $238K | Sell |
11,260
-2,115
| -16% | -$44.8K | 0.01% | 675 |
|
|
2024
Q3 | $258K | Sell |
13,375
-1,090
| -8% | -$21.1K | 0.01% | 622 |
|
|
2024
Q2 | $246K | Sell |
14,465
-950
| -6% | -$16.1K | 0.01% | 623 |
|
|
2024
Q1 | $264K | Sell |
15,415
-3,065
| -17% | -$52.6K | 0.01% | 611 |
|
|
2023
Q4 | $350K | Sell |
18,480
-9,170
| -33% | -$174K | 0.01% | 481 |
|
|
2023
Q3 | $456K | Sell |
27,650
-1,930
| -7% | -$31.8K | 0.02% | 426 |
|
|
2023
Q2 | $533K | Sell |
29,580
-2,110
| -7% | -$38K | 0.03% | 368 |
|
|
2023
Q1 | $575K | Sell |
31,690
-4,865
| -13% | -$88.2K | 0.04% | 336 |
|
|
2022
Q4 | $558K | Sell |
36,555
-905
| -2% | -$13.8K | 0.04% | 326 |
|
|
2022
Q3 | $480K | Buy |
+37,460
| New | +$480K | 0.04% | 338 |
|