Financial Gravity Asset Management’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-915
| Closed | -$15.6K | – | 2380 |
|
|
2024
Q1 | $15.6K | Sell |
915
-60
| -6% | -$1.02K | ﹤0.01% | 613 |
|
|
2023
Q4 | $471K | Buy |
975
+310
| +47% | +$150K | 0.01% | 455 |
|
|
2023
Q3 | $466K | Buy |
665
+215
| +48% | +$151K | 0.01% | 443 |
|
|
2023
Q2 | $16.9K | Sell |
450
-5
| -1% | -$187 | 0.05% | 168 |
|
|
2023
Q1 | $8.36K | Buy |
455
+75
| +20% | +$1.38K | 0.26% | 72 |
|
|
2022
Q4 | $15.1K | Sell |
380
-6,660
| -95% | -$265K | 0.08% | 154 |
|
|
2022
Q3 | $5.92K | Sell |
7,040
-2,800
| -28% | -$2.36K | 0.2% | 86 |
|
|
2022
Q2 | $7.81K | Sell |
9,840
-12,305
| -56% | -$9.77K | 0.24% | 78 |
|
|
2022
Q1 | $14.8K | Buy |
22,145
+1,355
| +7% | +$908 | 0.42% | 56 |
|
|
2021
Q4 | $19.2K | Buy |
20,790
+20,105
| +2,935% | +$18.6K | 0.43% | 49 |
|
|
2021
Q3 | $111K | Sell |
685
-150
| -18% | -$24.3K | 0.05% | 330 |
|
|
2021
Q2 | $97K | Sell |
835
-200
| -19% | -$23.2K | 0.03% | 355 |
|
|
2021
Q1 | $21.9K | Sell |
1,035
-35
| -3% | -$741 | 0.45% | 30 |
|
|
2020
Q4 | $22K | Buy |
+1,070
| New | +$22K | 0.02% | 124 |
|
|
2020
Q2 | – | Sell |
-8,090
| Closed | -$95.6K | – | 773 |
|
|
2020
Q1 | $95.6K | Sell |
8,090
-5,215
| -39% | -$61.6K | 0.3% | 39 |
|
|
2019
Q4 | $68K | Sell |
13,305
-6,715
| -34% | -$34.3K | 0.05% | 493 |
|
|
2019
Q3 | $237K | Sell |
20,020
-2,725
| -12% | -$32.3K | 0.2% | 103 |
|
|
2019
Q2 | $238K | Sell |
22,745
-6,020
| -21% | -$63K | 0.2% | 119 |
|
|
2019
Q1 | $247K | Buy |
+28,765
| New | +$247K | 0.2% | 109 |
|
|
2018
Q3 | $541K | Buy |
53,055
+6,695
| +14% | +$68.3K | 0.57% | 29 |
|
|
2018
Q2 | $507K | Buy |
46,360
+7,395
| +19% | +$80.9K | 0.48% | 31 |
|
|
2018
Q1 | $364K | Buy |
+38,965
| New | +$364K | 0.37% | 44 |
|