Douglas Lane & Associates’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-12,060
| Closed | -$217K | – | 244 |
|
|
2023
Q2 | $217K | Hold |
12,060
| – | – | ﹤0.01% | 221 |
|
|
2023
Q1 | $219K | Buy |
+12,060
| New | +$219K | ﹤0.01% | 219 |
|
|
2022
Q3 | – | Sell |
-12,790
| Closed | -$209K | – | 218 |
|
|
2022
Q2 | $209K | Sell |
12,790
-145
| -1% | -$2.37K | ﹤0.01% | 210 |
|
|
2022
Q1 | $266K | Buy |
12,935
+1,365
| +12% | +$28.1K | ﹤0.01% | 206 |
|
|
2021
Q4 | $292K | Buy |
+11,570
| New | +$292K | ﹤0.01% | 205 |
|