Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$5.45M Buy
263,526
+2,630
+1% +$58.9K 0.2% 88
2025
Q4
$6.68M Sell
260,896
-3,614
-1% -$101K 0.25% 78
2025
Q3
$7.62M Sell
264,510
-180
-0.1% -$4.84K 0.29% 74
2025
Q2
$6.89M Buy
264,690
+470
+0.2% +$11.8K 0.28% 76
2025
Q1
$6.71M Sell
264,220
-69,525
-21% -$1.61M 0.28% 74
2024
Q4
$7.06M Buy
333,745
+1,930
+0.6% +$37.6K 0.29% 75
2024
Q3
$6.41M Sell
331,815
-5,130
-2% -$93.5K 0.32% 71
2024
Q2
$5.72M Buy
336,945
+11,600
+4% +$192K 0.3% 72
2024
Q1
$5.58M Buy
325,345
+46,925
+17% +$863K 0.31% 72
2023
Q4
$5.27M Sell
278,420
-2,025
-0.7% -$35.1K 0.32% 76
2023
Q3
$4.62M Buy
280,445
+1,325
+0.5% +$23.1K 0.3% 77
2023
Q2
$5.03M Sell
279,120
-8,145
-3% -$153K 0.33% 73
2023
Q1
$5.21M Sell
287,265
-1,400
-0.5% -$24.3K 0.35% 70
2022
Q4
$4.4M Sell
288,665
-15,825
-5% -$236K 0.3% 77
2022
Q3
$3.9M Sell
304,490
-18,060
-6% -$289K 0.29% 77
2022
Q2
$5.28M Sell
322,550
-12,675
-4% -$225K 0.39% 70
2022
Q1
$6.89M Buy
335,225
+1,375
+0.4% +$29.9K 0.43% 65
2021
Q4
$8.44M Buy
333,850
+1,075
+0.3% +$25.6K 0.53% 58
2021
Q3
$7.36M Buy
332,775
+850
+0.3% +$17.8K 0.49% 59
2021
Q2
$6.45M Buy
331,925
+18,095
+6% +$367K 0.42% 65
2021
Q1
$6.65M Buy
313,830
+46,325
+17% +$978K 0.49% 57
2020
Q4
$5.41M Sell
267,505
-4,275
-2% -$74.3K 0.43% 61
2020
Q3
$4.17M Buy
271,780
+53,575
+25% +$833K 0.38% 69
2020
Q2
$3.02M Sell
218,205
-10,150
-4% -$132K 0.27% 85
2020
Q1
$2.7M Sell
228,355
-13,950
-6% -$183K 0.27% 83
2019
Q4
$3.29M Sell
242,305
-3,675
-1% -$45.8K 0.17% 97
2019
Q3
$2.91M Sell
245,980
-20,150
-8% -$228K 0.12% 100
2019
Q2
$2.79M Sell
266,130
-48,020
-15% -$471K 0.11% 100
2019
Q1
$2.65M Sell
314,150
-14,525
-4% -$136K 0.1% 108
2018
Q4
$3.17M Sell
328,675
-22,400
-6% -$237K 0.14% 100
2018
Q3
$4.26M Sell
351,075
-2,150
-0.6% -$23.7K 0.13% 101
2018
Q2
$3.62M Buy
353,225
+20,750
+6% +$202K 0.11% 112
2018
Q1
$3.21M Buy
+332,475
New +$3.28M 0.11% 117

Other funds holding SONY