Envestnet Portfolio Solutions’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Sell |
60,569
-13,001
| -18% | -$338K | 0.01% | 639 |
|
|
2025
Q1 | $1.87M | Sell |
73,570
-91,958
| -56% | -$2.33M | 0.01% | 608 |
|
|
2024
Q4 | $3.5M | Sell |
165,528
-1,807
| -1% | -$38.2K | 0.01% | 491 |
|
|
2024
Q3 | $3.23M | Buy |
167,335
+7,665
| +5% | +$148K | 0.01% | 509 |
|
|
2024
Q2 | $2.71M | Buy |
159,670
+6,555
| +4% | +$111K | 0.01% | 550 |
|
|
2024
Q1 | $2.63M | Sell |
153,115
-1,330
| -0.9% | -$22.8K | 0.01% | 553 |
|
|
2023
Q4 | $2.92M | Buy |
154,445
+16,185
| +12% | +$307K | 0.01% | 484 |
|
|
2023
Q3 | $2.28M | Buy |
+138,260
| New | +$2.28M | 0.01% | 515 |
|