FinTrust Capital Advisors’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $24K | Sell |
1,240
-360
| -23% | -$6.95K | ﹤0.01% | 763 |
|
|
2024
Q2 | $27.2K | Buy |
1,600
+360
| +29% | +$6.12K | ﹤0.01% | 679 |
|
|
2024
Q1 | $21.3K | Hold |
1,240
| – | – | ﹤0.01% | 706 |
|
|
2023
Q4 | $23.5K | Buy |
1,240
+700
| +130% | +$13.3K | ﹤0.01% | 646 |
|
|
2023
Q3 | $8.9K | Hold |
540
| – | – | ﹤0.01% | 796 |
|
|
2023
Q2 | $8.24K | Hold |
540
| – | – | ﹤0.01% | 793 |
|
|
2023
Q1 | $8.24K | Hold |
540
| – | – | ﹤0.01% | 789 |
|
|
2022
Q4 | $8.24K | Hold |
540
| – | – | ﹤0.01% | 791 |
|
|
2022
Q3 | $7K | Buy |
540
+60
| +13% | +$778 | ﹤0.01% | 962 |
|
|
2022
Q2 | $8K | Buy |
480
+260
| +118% | +$4.33K | ﹤0.01% | 952 |
|
|
2022
Q1 | $5K | Hold |
220
| – | – | ﹤0.01% | 1071 |
|
|
2021
Q4 | $6K | Hold |
220
| – | – | ﹤0.01% | 1007 |
|
|
2021
Q3 | $5K | Hold |
220
| – | – | ﹤0.01% | 1022 |
|
|
2021
Q2 | $4K | Hold |
220
| – | – | ﹤0.01% | 1060 |
|
|
2021
Q1 | $5K | Hold |
220
| – | – | ﹤0.01% | 1017 |
|
|
2020
Q4 | $4K | Sell |
220
-12,500
| -98% | -$227K | ﹤0.01% | 963 |
|
|
2020
Q3 | $194 | Buy |
12,720
+12,500
| +5,682% | +$191 | 0.04% | 238 |
|
|
2020
Q2 | $3K | Hold |
220
| – | – | ﹤0.01% | 889 |
|
|
2020
Q1 | $3K | Hold |
220
| – | – | ﹤0.01% | 960 |
|
|
2019
Q4 | $3K | Sell |
220
-30,000
| -99% | -$409K | ﹤0.01% | 955 |
|
|
2019
Q3 | $358K | Buy |
30,220
+30,000
| +13,636% | +$355K | 0.12% | 135 |
|
|
2019
Q2 | $2K | Sell |
220
-705
| -76% | -$6.41K | ﹤0.01% | 962 |
|
|
2019
Q1 | $8K | Buy |
925
+25
| +3% | +$216 | ﹤0.01% | 832 |
|
|
2018
Q4 | $9K | Buy |
+900
| New | +$9K | ﹤0.01% | 800 |
|