Edge 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 | $217K | Hold |
8,350
| – | – | 0.04% | 74 |
|
|
2025
Q1 | $212K | Buy |
+8,350
| New | +$212K | 0.04% | 73 |
|
|
2024
Q1 | – | Sell |
-11,000
| Closed | -$208K | – | 82 |
|
|
2023
Q4 | $208K | Buy |
+11,000
| New | +$208K | 0.05% | 71 |
|
|
2022
Q2 | – | Sell |
-11,000
| Closed | -$226K | – | 97 |
|
|
2022
Q1 | $226K | Hold |
11,000
| – | – | 0.04% | 77 |
|
|
2021
Q4 | $278K | Sell |
11,000
-1,000
| -8% | -$25.3K | 0.05% | 84 |
|
|
2021
Q3 | $265K | Buy |
12,000
+1,750
| +17% | +$38.6K | 0.05% | 83 |
|
|
2021
Q2 | $199K | Hold |
10,250
| – | – | 0.04% | 93 |
|
|
2021
Q1 | $217K | Sell |
10,250
-2,150
| -17% | -$45.5K | 0.05% | 92 |
|
|
2020
Q4 | $251K | Sell |
12,400
-975
| -7% | -$19.7K | 0.06% | 86 |
|
|
2020
Q3 | $205K | Hold |
13,375
| – | – | 0.05% | 105 |
|
|
2020
Q2 | $185K | Hold |
13,375
| – | – | 0.04% | 142 |
|
|
2020
Q1 | $160K | Hold |
13,375
| – | – | 0.03% | 143 |
|
|
2019
Q4 | $181K | Sell |
13,375
-750
| -5% | -$10.2K | 0.04% | 150 |
|
|
2019
Q3 | $167K | Hold |
14,125
| – | – | 0.04% | 145 |
|
|
2019
Q2 | $149K | Sell |
14,125
-2,910
| -17% | -$30.7K | 0.03% | 162 |
|
|
2019
Q1 | $144K | Buy |
17,035
+17,030
| +340,600% | +$144K | 0.04% | 158 |
|
|
2018
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 606 |
|
|
2018
Q3 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 569 |
|