Ellsworth Advisors’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.47M | Buy |
94,732
+1,576
| +2% | +$41K | 0.6% | 56 |
|
|
2025
Q1 | $2.37M | Buy |
93,156
+864
| +0.9% | +$21.9K | 0.62% | 51 |
|
|
2024
Q4 | $1.95M | Buy |
92,292
+3,447
| +4% | +$72.9K | 0.51% | 64 |
|
|
2024
Q3 | $1.72M | Buy |
88,845
+5,675
| +7% | +$110K | 0.44% | 61 |
|
|
2024
Q2 | $1.41M | Buy |
+83,170
| New | +$1.41M | 0.39% | 68 |
|