Dogwood Wealth Management’s Sony SONY Stock Holding History

Dogwood Wealth Management’s Portfolio SONY Stock Details SONY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.6K	Sell	80 -28	-26%	-$590	﹤0.01%	701
2026 Q1	$2.24K	Buy	+108	New	+$2.42K	﹤0.01%	625
2025 Q4	–	Hold	0	–	–	–	823
2025 Q3	–	Sell	-285	Closed	-$7.2K	–	803
2025 Q2	$7.2K	Buy	+285	New	+$7.13K	﹤0.01%	341

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Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

WinCap Financial Boston, Massachusetts $185M AUM 38.6% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $272M AUM 29.72% 1-Year Est. Return