EverSource Wealth Advisors’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $409K | Buy |
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|
2025
Q1 | $330K | Buy |
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|
2024
Q4 | $228K | Buy |
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|
2024
Q3 | $202K | Buy |
|
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|
2024
Q2 | $156K | Buy |
|
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|
2024
Q1 | $137K | Buy |
|
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|
2023
Q4 | $144K | Buy |
|
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|
2023
Q3 | $91.3K | Buy |
|
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|
2023
Q2 | $86.1K | Sell |
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|
2023
Q1 | $90.6K | Buy |
|
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|
2022
Q4 | $31.4K | Buy |
|
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|
2022
Q3 | $23K | Buy |
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|
2022
Q2 | $9K | Buy |
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|
2022
Q1 | $10K | Sell |
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|
2021
Q4 | $233K | Buy |
|