Financial Counselors Inc’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 | – | Sell |
-12,527
| Closed | -$318K | – | 451 |
|
|
2025
Q1 | $318K | Buy |
12,527
+1,745
| +16% | +$40.3K | ﹤0.01% | 488 |
|
|
2024
Q4 | $228K | Buy |
10,782
+287
| +3% | +$5.59K | ﹤0.01% | 549 |
|
|
2024
Q3 | $203K | Buy |
+10,495
| New | +$191K | ﹤0.01% | 572 |
|
|
2024
Q2 | – | Sell |
-12,425
| Closed | -$213K | – | 582 |
|
|
2024
Q1 | $213K | Sell |
12,425
-1,185
| -9% | -$21.8K | ﹤0.01% | 546 |
|
|
2023
Q4 | $258K | Buy |
13,610
+805
| +6% | +$14K | ﹤0.01% | 521 |
|
|
2023
Q3 | $211K | Buy |
12,805
+875
| +7% | +$15.3K | ﹤0.01% | 531 |
|
|
2023
Q2 | $215K | Buy |
+11,930
| New | +$224K | ﹤0.01% | 479 |
|
|
2022
Q2 | – | Sell |
-19,095
| Closed | -$392K | – | 534 |
|
|
2022
Q1 | $392K | Sell |
19,095
-875
| -4% | -$19K | 0.01% | 389 |
|
|
2021
Q4 | $505K | Buy |
19,970
+1,075
| +6% | +$25.6K | 0.01% | 362 |
|
|
2021
Q3 | $418K | Buy |
18,895
+220
| +1% | +$4.61K | 0.01% | 393 |
|
|
2021
Q2 | $363K | Sell |
18,675
-435
| -2% | -$8.81K | 0.01% | 407 |
|
|
2021
Q1 | $405K | Buy |
19,110
+265
| +1% | +$5.6K | 0.01% | 388 |
|
|
2020
Q4 | $381K | Buy |
+18,845
| New | +$328K | 0.01% | 398 |
|
|
2016
Q2 | $658K | Sell |
112,075
-500
| -0.4% | -$2.68K | 0.04% | 295 |
|
|
2016
Q1 | $579K | Hold |
112,575
| – | – | 0.04% | 299 |
|
|
2015
Q4 | $554K | Sell |
112,575
-2,975
| -3% | -$15.8K | 0.04% | 297 |
|
|
2015
Q3 | $566K | Hold |
115,550
| – | – | 0.04% | 294 |
|
|
2015
Q2 | $656K | Sell |
115,550
-22,460
| -16% | -$138K | 0.04% | 293 |
|
|
2015
Q1 | $739K | Sell |
138,010
-950
| -0.7% | -$4.8K | 0.05% | 291 |
|
|
2014
Q4 | $569K | Sell |
138,960
-1,875
| -1% | -$7.39K | 0.04% | 303 |
|
|
2014
Q3 | $508K | Sell |
140,835
-2,500
| -2% | -$9K | 0.04% | 323 |
|
|
2014
Q2 | $481K | Sell |
143,335
-5,525
| -4% | -$19.1K | 0.03% | 320 |
|
|
2014
Q1 | $569K | Sell |
148,860
-4,750
| -3% | -$16.4K | 0.04% | 303 |
|
|
2013
Q4 | $531K | Sell |
153,610
-1,575
| -1% | -$5.82K | 0.04% | 298 |
|
|
2013
Q3 | $668K | Sell |
155,185
-1,125
| -0.7% | -$4.77K | 0.06% | 268 |
|
|
2013
Q2 | $662K | Buy |
+156,310
| New | +$587K | 0.06% | 254 |
|
Other funds holding SONY
HL
FMI
