First Foundation Advisors’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-10,120
| Closed | -$259K | – | 350 |
|
|
2025
Q4 | $259K | Hold |
10,120
| – | – | 0.01% | 295 |
|
|
2025
Q3 | $291K | Sell |
10,120
-4,765
| -32% | -$128K | 0.01% | 278 |
|
|
2025
Q2 | $387K | Buy |
14,885
+342
| +2% | +$8.56K | 0.01% | 262 |
|
|
2025
Q1 | $369K | Buy |
14,543
+478
| +3% | +$11K | 0.02% | 251 |
|
|
2024
Q4 | $298K | Sell |
14,065
-505
| -3% | -$9.84K | 0.01% | 290 |
|
|
2024
Q3 | $281K | Sell |
14,570
-5,930
| -29% | -$108K | 0.01% | 291 |
|
|
2024
Q2 | $348K | Sell |
20,500
-1,735
| -8% | -$28.7K | 0.01% | 263 |
|
|
2024
Q1 | $381K | Sell |
22,235
-5,885
| -21% | -$108K | 0.02% | 257 |
|
|
2023
Q4 | $533K | Sell |
28,120
-4,900
| -15% | -$85K | 0.02% | 221 |
|
|
2023
Q3 | $544K | Sell |
33,020
-2,705
| -8% | -$47.2K | 0.03% | 242 |
|
|
2023
Q2 | $643K | Sell |
35,725
-62,590
| -64% | -$1.17M | 0.03% | 213 |
|
|
2023
Q1 | $1.78M | Sell |
98,315
-129,505
| -57% | -$2.24M | 0.08% | 131 |
|
|
2022
Q4 | $3.48M | Sell |
227,820
-228,200
| -50% | -$3.41M | 0.17% | 97 |
|
|
2022
Q3 | $5.84M | Sell |
456,020
-1,176,510
| -72% | -$18.9M | 0.29% | 72 |
|
|
2022
Q2 | $26.7M | Buy |
1,632,530
+58,835
| +4% | +$1.04M | 1.18% | 20 |
|
|
2022
Q1 | $32.3M | Buy |
1,573,695
+45,635
| +3% | +$992K | 1.17% | 19 |
|
|
2021
Q4 | $38.6M | Sell |
1,528,060
-13,750
| -0.9% | -$327K | 1.33% | 17 |
|
|
2021
Q3 | $34.1M | Buy |
1,541,810
+383,070
| +33% | +$8.02M | 1.27% | 18 |
|
|
2021
Q2 | $22.5M | Buy |
1,158,740
+330,800
| +40% | +$6.7M | 0.87% | 26 |
|
|
2021
Q1 | $17.6M | Buy |
827,940
+38,705
| +5% | +$817K | 0.75% | 39 |
|
|
2020
Q4 | $16M | Buy |
789,235
+138,865
| +21% | +$2.42M | 0.71% | 37 |
|
|
2020
Q3 | $9.98M | Sell |
650,370
-30,500
| -4% | -$474K | 0.46% | 47 |
|
|
2020
Q2 | $9.41M | Sell |
680,870
-71,880
| -10% | -$934K | 0.49% | 43 |
|
|
2020
Q1 | $8.91M | Sell |
752,750
-417,770
| -36% | -$5.47M | 0.55% | 39 |
|
|
2019
Q4 | $15.9M | Sell |
1,170,520
-200,310
| -15% | -$2.5M | 0.79% | 31 |
|
|
2019
Q3 | $16.2M | Sell |
1,370,830
-12,570
| -0.9% | -$142K | 0.87% | 29 |
|
|
2019
Q2 | $14.5M | Buy |
1,383,400
+19,220
| +1% | +$189K | 0.81% | 33 |
|
|
2019
Q1 | $11.5M | Buy |
1,364,180
+10,380
| +0.8% | +$97.2K | 0.68% | 39 |
|
|
2018
Q4 | $13.1M | Buy |
1,353,800
+47,360
| +4% | +$501K | 0.83% | 35 |
|
|
2018
Q3 | $15.8M | Buy |
1,306,440
+258,395
| +25% | +$2.84M | 0.88% | 34 |
|
|
2018
Q2 | $10.7M | Buy |
+1,048,045
| New | +$10.2M | 0.63% | 43 |
|
Other funds holding SONY
MIP
First Foundation Advisors's SONY Position: Q1 2026 in Review
First Foundation Advisors sold out of Sony (SONY) in Q1 2026, closing a stake of 10,120 shares — an estimated $259K sold.
First Foundation Advisors first reported a position in SONY in Q2 2018 and held it in 31 quarters. The position peaked at $38.6M in Q4 2021. 734 funds tracked by Wall St. Rank hold SONY as of Q1 2026.
- First Foundation Advisors reported no remaining Sony position as of Q1 2026 after selling out during the quarter.
- First Foundation Advisors sold 10,120 Sony shares in Q1 2026, an estimated $259K.
- First Foundation Advisors first reported a position in Sony in Q2 2018 and held it in 31 quarters.
- First Foundation Advisors's Sony position peaked at $38.6M in Q4 2021.
- 734 funds tracked by Wall St. Rank held Sony as of Q1 2026.
Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.