Diversify Advisory Services’s Sony SONY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$811K Buy
29,822
+12,599
+73% +$343K 0.03% 380
2025
Q1
$443K Buy
17,223
+1,485
+9% +$38.2K 0.03% 384
2024
Q4
$320K Sell
15,738
-80,332
-84% -$1.63M 0.02% 465
2024
Q3
$344K Buy
96,070
+74,650
+349% +$267K 0.02% 468
2024
Q2
$387K Sell
21,420
-42,220
-66% -$764K 0.02% 432
2024
Q1
$1.1M Buy
+63,640
New +$1.1M 0.06% 235