EI
Ellevest Inc’s Sony SONY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.7M | Sell |
65,417
-6,194
| -9% | -$161K | 0.27% | 49 |
|
|
2025
Q1 | $1.82M | Sell |
71,611
-104
| -0.1% | -$2.64K | 0.12% | 55 |
|
|
2024
Q4 | $1.52M | Buy |
71,715
+62,215
| +655% | +$1.32M | 0.09% | 71 |
|
|
2024
Q3 | $917K | Sell |
9,500
-427
| -4% | -$41.2K | 0.05% | 116 |
|
|
2024
Q2 | $843K | Sell |
9,927
-7,721
| -44% | -$656K | 0.05% | 116 |
|
|
2024
Q1 | $1.51M | Sell |
17,648
-5,313
| -23% | -$456K | 0.09% | 69 |
|
|
2023
Q4 | $2.17M | Buy |
22,961
+5,424
| +31% | +$514K | 0.15% | 46 |
|
|
2023
Q3 | $1.45M | Buy |
17,537
+2,483
| +16% | +$205K | 0.11% | 56 |
|
|
2023
Q2 | $1.36M | Buy |
15,054
+461
| +3% | +$41.5K | 0.1% | 54 |
|
|
2023
Q1 | $1.32M | Buy |
14,593
+2,374
| +19% | +$215K | 0.1% | 55 |
|
|
2022
Q4 | $932K | Buy |
12,219
+7,422
| +155% | +$566K | 0.08% | 65 |
|
|
2022
Q3 | $307K | Sell |
4,797
-1,226
| -20% | -$78.5K | 0.03% | 176 |
|
|
2022
Q2 | $493K | Sell |
6,023
-1,360
| -18% | -$111K | 0.05% | 104 |
|
|
2022
Q1 | $758K | Buy |
7,383
+1,800
| +32% | +$185K | 0.06% | 69 |
|
|
2021
Q4 | $706K | Buy |
5,583
+348
| +7% | +$44K | 0.06% | 73 |
|
|
2021
Q3 | $579K | Buy |
5,235
+728
| +16% | +$80.5K | 0.06% | 82 |
|
|
2021
Q2 | $438K | Buy |
4,507
+608
| +16% | +$59.1K | 0.04% | 105 |
|
|
2021
Q1 | $413K | Buy |
3,899
+659
| +20% | +$69.8K | 0.05% | 92 |
|
|
2020
Q4 | $328K | Buy |
3,240
+782
| +32% | +$79.2K | 0.05% | 92 |
|
|
2020
Q3 | $189K | Buy |
2,458
+401
| +19% | +$30.8K | 0.03% | 139 |
|
|
2020
Q2 | $142K | Buy |
2,057
+1,163
| +130% | +$80.3K | 0.03% | 144 |
|
|
2020
Q1 | $53K | Buy |
894
+718
| +408% | +$42.6K | 0.01% | 219 |
|
|
2019
Q4 | $12K | Buy |
+176
| New | +$12K | ﹤0.01% | 508 |
|