Drive 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
Q2 | $265K | Buy |
10,180
+115
| +1% | +$2.99K | 0.06% | 257 |
|
2025
Q1 | $256K | Buy |
10,065
+26
| +0.3% | +$660 | 0.06% | 252 |
|
2024
Q4 | $212K | Sell |
10,039
-356
| -3% | -$7.53K | 0.05% | 297 |
|
2024
Q3 | $201K | Buy |
+10,395
| New | +$201K | 0.05% | 295 |
|
2024
Q1 | – | Sell |
-11,400
| Closed | -$216K | – | 339 |
|
2023
Q4 | $216K | Buy |
+11,400
| New | +$216K | 0.07% | 259 |
|