Delta Financial Advisors’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,475
| Closed | -$202K | – | 113 |
|
|
2024
Q3 | $202K | Buy |
+10,475
| New | +$202K | 0.07% | 113 |
|
|
2024
Q1 | – | Sell |
-16,300
| Closed | -$309K | – | 119 |
|
|
2023
Q4 | $309K | Sell |
16,300
-1,900
| -10% | -$36K | 0.13% | 101 |
|
|
2023
Q3 | $300K | Hold |
18,200
| – | – | 0.14% | 107 |
|
|
2023
Q2 | $328K | Sell |
18,200
-775
| -4% | -$14K | 0.14% | 104 |
|
|
2023
Q1 | $344K | Hold |
18,975
| – | – | 0.17% | 99 |
|
|
2022
Q4 | $289K | Sell |
18,975
-4,900
| -21% | -$74.8K | 0.14% | 103 |
|
|
2022
Q3 | $306K | Hold |
23,875
| – | – | 0.16% | 101 |
|
|
2022
Q2 | $390K | Buy |
23,875
+4,000
| +20% | +$65.3K | 0.19% | 98 |
|
|
2022
Q1 | $408K | Buy |
19,875
+825
| +4% | +$16.9K | 0.17% | 100 |
|
|
2021
Q4 | $482K | Buy |
19,050
+6,875
| +56% | +$174K | 0.2% | 99 |
|
|
2021
Q3 | $269K | Buy |
+12,175
| New | +$269K | 0.12% | 107 |
|