Evergreen Capital 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 | $1.64M | Buy |
62,956
+14,946
| +31% | +$389K | 0.05% | 289 |
|
|
2025
Q1 | $1.22M | Buy |
48,010
+883
| +2% | +$22.4K | 0.04% | 304 |
|
|
2024
Q4 | $997K | Buy |
47,127
+5,027
| +12% | +$106K | 0.03% | 336 |
|
|
2024
Q3 | $813K | Buy |
42,100
+8,615
| +26% | +$166K | 0.03% | 366 |
|
|
2024
Q2 | $569K | Sell |
33,485
-5,155
| -13% | -$87.6K | 0.02% | 438 |
|
|
2024
Q1 | $663K | Sell |
38,640
-510
| -1% | -$8.75K | 0.03% | 372 |
|
|
2023
Q4 | $741K | Buy |
39,150
+2,330
| +6% | +$44.1K | 0.03% | 333 |
|
|
2023
Q3 | $607K | Sell |
36,820
-1,910
| -5% | -$31.5K | 0.03% | 349 |
|
|
2023
Q2 | $697K | Buy |
38,730
+1,110
| +3% | +$20K | 0.03% | 330 |
|
|
2023
Q1 | $682K | Buy |
37,620
+5,365
| +17% | +$97.3K | 0.03% | 322 |
|
|
2022
Q4 | $492K | Buy |
32,255
+9,690
| +43% | +$148K | 0.02% | 371 |
|
|
2022
Q3 | $289K | Sell |
22,565
-5,550
| -20% | -$71.1K | 0.02% | 456 |
|
|
2022
Q2 | $460K | Buy |
28,115
+5,135
| +22% | +$84K | 0.02% | 350 |
|
|
2022
Q1 | $472K | Buy |
22,980
+2,295
| +11% | +$47.1K | 0.02% | 388 |
|
|
2021
Q4 | $523K | Buy |
20,685
+1,895
| +10% | +$47.9K | 0.02% | 370 |
|
|
2021
Q3 | $416K | Buy |
18,790
+660
| +4% | +$14.6K | 0.02% | 379 |
|
|
2021
Q2 | $353K | Buy |
18,130
+755
| +4% | +$14.7K | 0.02% | 383 |
|
|
2021
Q1 | $368K | Buy |
17,375
+2,575
| +17% | +$54.5K | 0.02% | 354 |
|
|
2020
Q4 | $299K | Buy |
+14,800
| New | +$299K | 0.02% | 345 |
|