Financial Advocates Investment 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 | $321K | Sell |
12,347
-4,571
| -27% | -$119K | 0.03% | 476 |
|
|
2025
Q1 | $430K | Sell |
16,918
-2,693
| -14% | -$68.4K | 0.03% | 457 |
|
|
2024
Q4 | $415K | Buy |
19,611
+2,566
| +15% | +$54.3K | 0.02% | 508 |
|
|
2024
Q3 | $329K | Buy |
17,045
+805
| +5% | +$15.5K | 0.02% | 576 |
|
|
2024
Q2 | $276K | Buy |
16,240
+970
| +6% | +$16.5K | 0.02% | 592 |
|
|
2024
Q1 | $262K | Sell |
15,270
-690
| -4% | -$11.8K | 0.02% | 635 |
|
|
2023
Q4 | $302K | Buy |
15,960
+1,060
| +7% | +$20.1K | 0.02% | 552 |
|
|
2023
Q3 | $246K | Buy |
14,900
+1,230
| +9% | +$20.3K | 0.02% | 585 |
|
|
2023
Q2 | $246K | Sell |
13,670
-1,065
| -7% | -$19.2K | 0.02% | 578 |
|
|
2023
Q1 | $267K | Buy |
+14,735
| New | +$267K | 0.02% | 582 |
|