Dynamic Advisor Solutions’s Sony SONY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $220K | Buy |
+8,467
| New | +$220K | 0.01% | 831 |
|
|
2024
Q4 | – | Sell |
-24,475
| Closed | -$473K | – | 807 |
|
|
2024
Q3 | $473K | Sell |
24,475
-17,495
| -42% | -$338K | 0.01% | 628 |
|
|
2024
Q2 | $713K | Buy |
41,970
+700
| +2% | +$11.9K | 0.02% | 534 |
|
|
2024
Q1 | $708K | Buy |
41,270
+50
| +0.1% | +$857 | 0.02% | 513 |
|
|
2023
Q4 | $752K | Buy |
41,220
+940
| +2% | +$17.2K | 0.03% | 480 |
|
|
2023
Q3 | $664K | Buy |
40,280
+13,765
| +52% | +$227K | 0.03% | 452 |
|
|
2023
Q2 | $477K | Buy |
26,515
+1,080
| +4% | +$19.4K | 0.02% | 509 |
|
|
2023
Q1 | $461K | Buy |
25,435
+130
| +0.5% | +$2.36K | 0.03% | 487 |
|
|
2022
Q4 | $386K | Buy |
25,305
+2,080
| +9% | +$31.7K | 0.03% | 504 |
|
|
2022
Q3 | $298K | Buy |
23,225
+215
| +0.9% | +$2.76K | 0.02% | 528 |
|
|
2022
Q2 | $376K | Buy |
23,010
+555
| +2% | +$9.07K | 0.03% | 474 |
|
|
2022
Q1 | $461K | Sell |
22,455
-1,395
| -6% | -$28.6K | 0.03% | 452 |
|
|
2021
Q4 | $603K | Buy |
23,850
+35
| +0.1% | +$885 | 0.04% | 383 |
|
|
2021
Q3 | $527K | Buy |
23,815
+1,205
| +5% | +$26.7K | 0.04% | 436 |
|
|
2021
Q2 | $440K | Sell |
22,610
-1,300
| -5% | -$25.3K | 0.03% | 461 |
|
|
2021
Q1 | $507K | Buy |
23,910
+965
| +4% | +$20.5K | 0.05% | 383 |
|
|
2020
Q4 | $464K | Buy |
22,945
+1,980
| +9% | +$40K | 0.04% | 378 |
|
|
2020
Q3 | $322K | Buy |
20,965
+1,090
| +5% | +$16.7K | 0.04% | 411 |
|
|
2020
Q2 | $275K | Buy |
19,875
+1,480
| +8% | +$20.5K | 0.04% | 400 |
|
|
2020
Q1 | $218K | Sell |
18,395
-1,985
| -10% | -$23.5K | 0.04% | 388 |
|
|
2019
Q4 | $277K | Buy |
20,380
+365
| +2% | +$4.96K | 0.04% | 427 |
|
|
2019
Q3 | $237K | Sell |
20,015
-170
| -0.8% | -$2.01K | 0.04% | 427 |
|
|
2019
Q2 | $211K | Buy |
+20,185
| New | +$211K | 0.03% | 442 |
|
|
2014
Q4 | – | Sell |
-302,825
| Closed | -$1.09M | – | 212 |
|
|
2014
Q3 | $1.09M | Buy |
+302,825
| New | +$1.09M | 0.59% | 46 |
|