EP Wealth 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 | $1.24M | Buy |
47,521
+1,409
| +3% | +$36.7K | 0.01% | 518 |
|
|
2025
Q1 | $1.17M | Sell |
46,112
-2,761
| -6% | -$70.1K | 0.01% | 466 |
|
|
2024
Q4 | $1.03M | Buy |
48,873
+2,748
| +6% | +$58.1K | 0.01% | 490 |
|
|
2024
Q3 | $891K | Sell |
46,125
-450
| -1% | -$8.69K | 0.01% | 525 |
|
|
2024
Q2 | $791K | Buy |
46,575
+7,960
| +21% | +$135K | 0.01% | 428 |
|
|
2024
Q1 | $662K | Buy |
38,615
+1,285
| +3% | +$22K | 0.01% | 454 |
|
|
2023
Q4 | $707K | Buy |
37,330
+215
| +0.6% | +$4.07K | 0.01% | 428 |
|
|
2023
Q3 | $612K | Buy |
+37,115
| New | +$612K | 0.01% | 423 |
|
|
2022
Q3 | – | Sell |
-13,705
| Closed | -$224K | – | 595 |
|
|
2022
Q2 | $224K | Buy |
+13,705
| New | +$224K | 0.01% | 546 |
|
|
2021
Q2 | – | Sell |
-10,460
| Closed | -$222K | – | 547 |
|
|
2021
Q1 | $222K | Sell |
10,460
-25
| -0.2% | -$531 | 0.01% | 455 |
|
|
2020
Q4 | $212K | Buy |
+10,485
| New | +$212K | 0.01% | 402 |
|