Everpar 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 | $489K | Sell |
18,767
-88
| -0.5% | -$2.29K | 0.22% | 120 |
|
2025
Q1 | $479K | Sell |
18,855
-2,024
| -10% | -$51.4K | 0.25% | 104 |
|
2024
Q4 | $442K | Buy |
20,879
+224
| +1% | +$4.74K | 0.22% | 126 |
|
2024
Q3 | $399K | Sell |
20,655
-4,440
| -18% | -$85.8K | 0.21% | 148 |
|
2024
Q2 | $426K | Buy |
25,095
+1,590
| +7% | +$27K | 0.21% | 148 |
|
2024
Q1 | $403K | Sell |
23,505
-24,365
| -51% | -$418K | 0.25% | 140 |
|
2023
Q4 | $907K | Buy |
+47,870
| New | +$907K | 0.42% | 73 |
|