Envestnet Asset 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 | $164M | Sell |
6,292,543
-49,480
| -0.8% | -$1.29M | 0.05% | 361 |
|
|
2025
Q1 | $161M | Sell |
6,342,023
-799,694
| -11% | -$20.3M | 0.05% | 342 |
|
|
2024
Q4 | $151M | Buy |
7,141,717
+25,022
| +0.4% | +$529K | 0.05% | 357 |
|
|
2024
Q3 | $137M | Buy |
7,116,695
+460,270
| +7% | +$8.89M | 0.04% | 389 |
|
|
2024
Q2 | $113M | Sell |
6,656,425
-199,005
| -3% | -$3.38M | 0.04% | 413 |
|
|
2024
Q1 | $118M | Buy |
6,855,430
+131,510
| +2% | +$2.26M | 0.04% | 403 |
|
|
2023
Q4 | $127M | Buy |
6,723,920
+1,387,685
| +26% | +$26.3M | 0.05% | 341 |
|
|
2023
Q3 | $88M | Buy |
5,336,235
+1,496,500
| +39% | +$24.7M | 0.04% | 419 |
|
|
2023
Q2 | $69.1M | Buy |
3,839,735
+187,505
| +5% | +$3.38M | 0.03% | 440 |
|
|
2023
Q1 | $66.2M | Buy |
3,652,230
+624,910
| +21% | +$11.3M | 0.03% | 418 |
|
|
2022
Q4 | $46.2M | Buy |
3,027,320
+79,765
| +3% | +$1.22M | 0.02% | 505 |
|
|
2022
Q3 | $37.8M | Buy |
2,947,555
+173,915
| +6% | +$2.23M | 0.02% | 524 |
|
|
2022
Q2 | $45.4M | Buy |
2,773,640
+70,780
| +3% | +$1.16M | 0.03% | 467 |
|
|
2022
Q1 | $55.5M | Buy |
2,702,860
+83,620
| +3% | +$1.72M | 0.03% | 452 |
|
|
2021
Q4 | $66.2M | Buy |
2,619,240
+438,000
| +20% | +$11.1M | 0.03% | 399 |
|
|
2021
Q3 | $48.2M | Buy |
2,181,240
+326,385
| +18% | +$7.22M | 0.03% | 467 |
|
|
2021
Q2 | $36.1M | Buy |
1,854,855
+237,250
| +15% | +$4.61M | 0.02% | 562 |
|
|
2021
Q1 | $34.3M | Buy |
1,617,605
+116,730
| +8% | +$2.47M | 0.02% | 523 |
|
|
2020
Q4 | $30.3M | Sell |
1,500,875
-359,440
| -19% | -$7.27M | 0.02% | 489 |
|
|
2020
Q3 | $28.6M | Sell |
1,860,315
-208,855
| -10% | -$3.21M | 0.03% | 445 |
|
|
2020
Q2 | $28.6M | Buy |
2,069,170
+85,720
| +4% | +$1.19M | 0.03% | 416 |
|
|
2020
Q1 | $23.5M | Buy |
1,983,450
+209,595
| +12% | +$2.48M | 0.03% | 404 |
|
|
2019
Q4 | $24.1M | Sell |
1,773,855
-8,765
| -0.5% | -$119K | 0.03% | 464 |
|
|
2019
Q3 | $21.1M | Buy |
1,782,620
+106,610
| +6% | +$1.26M | 0.02% | 473 |
|
|
2019
Q2 | $17.6M | Buy |
1,676,010
+80,090
| +5% | +$839K | 0.02% | 518 |
|
|
2019
Q1 | $13.5M | Sell |
1,595,920
-106,795
| -6% | -$902K | 0.02% | 581 |
|
|
2018
Q4 | $16.4M | Buy |
1,702,715
+846,455
| +99% | +$8.17M | 0.03% | 438 |
|
|
2018
Q3 | $10.4M | Sell |
856,260
-372,370
| -30% | -$4.52M | 0.02% | 300 |
|
|
2018
Q2 | $12.6M | Buy |
1,228,630
+1,074,325
| +696% | +$11M | 0.03% | 274 |
|
|
2018
Q1 | $1.49M | Sell |
154,305
-637,045
| -81% | -$6.13M | ﹤0.01% | 811 |
|
|
2017
Q4 | $7.11M | Buy |
791,350
+553,300
| +232% | +$4.97M | 0.02% | 485 |
|
|
2017
Q3 | $1.78M | Buy |
238,050
+3,550
| +2% | +$26.5K | ﹤0.01% | 956 |
|
|
2017
Q2 | $1.79M | Sell |
234,500
-8,950
| -4% | -$68.3K | ﹤0.01% | 973 |
|
|
2017
Q1 | $1.64M | Buy |
243,450
+13,880
| +6% | +$93.7K | 0.01% | 1024 |
|
|
2016
Q4 | $1.29M | Buy |
229,570
+79,580
| +53% | +$447K | ﹤0.01% | 1093 |
|
|
2016
Q3 | $996K | Sell |
149,990
-90,200
| -38% | -$599K | ﹤0.01% | 1251 |
|
|
2016
Q2 | $1.41M | Sell |
240,190
-16,450
| -6% | -$96.6K | 0.01% | 1169 |
|
|
2016
Q1 | $1.32M | Sell |
256,640
-710,395
| -73% | -$3.65M | 0.01% | 1180 |
|
|
2015
Q4 | $4.76M | Buy |
967,035
+27,840
| +3% | +$137K | 0.02% | 592 |
|
|
2015
Q3 | $4.6M | Sell |
939,195
-280,650
| -23% | -$1.38M | 0.02% | 587 |
|
|
2015
Q2 | $6.93M | Buy |
1,219,845
+13,535
| +1% | +$76.8K | 0.03% | 485 |
|
|
2015
Q1 | $6.46M | Buy |
1,206,310
+707,860
| +142% | +$3.79M | 0.03% | 479 |
|
|
2014
Q4 | $2.04M | Sell |
498,450
-78,385
| -14% | -$321K | 0.02% | 375 |
|
|
2014
Q3 | $2.08M | Buy |
576,835
+117,770
| +26% | +$425K | 0.02% | 385 |
|
|
2014
Q2 | $1.54M | Buy |
459,065
+296,205
| +182% | +$994K | 0.02% | 420 |
|
|
2014
Q1 | $623K | Buy |
162,860
+159,790
| +5,205% | +$611K | 0.01% | 602 |
|
|
2013
Q4 | $11K | Sell |
3,070
-1,035
| -25% | -$3.71K | ﹤0.01% | 1710 |
|
|
2013
Q3 | $18K | Buy |
4,105
+1,710
| +71% | +$7.5K | ﹤0.01% | 1515 |
|
|
2013
Q2 | $10K | Buy |
+2,395
| New | +$10K | ﹤0.01% | 1662 |
|