FFA
First Foundation Advisors’s Sony SONY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $387K | Buy |
14,885
+342
| +2% | +$8.9K | 0.01% | 261 |
|
|
2025
Q1 | $369K | Buy |
14,543
+478
| +3% | +$12.1K | 0.02% | 250 |
|
|
2024
Q4 | $298K | Buy |
14,065
+11,151
| +383% | +$236K | 0.01% | 290 |
|
|
2024
Q3 | $281K | Sell |
2,914
-1,186
| -29% | -$115K | 0.01% | 291 |
|
|
2024
Q2 | $348K | Sell |
4,100
-347
| -8% | -$29.5K | 0.01% | 263 |
|
|
2024
Q1 | $381K | Sell |
4,447
-1,177
| -21% | -$101K | 0.02% | 257 |
|
|
2023
Q4 | $533K | Sell |
5,624
-980
| -15% | -$92.8K | 0.02% | 221 |
|
|
2023
Q3 | $544K | Sell |
6,604
-541
| -8% | -$44.6K | 0.03% | 242 |
|
|
2023
Q2 | $643K | Sell |
7,145
-12,518
| -64% | -$1.13M | 0.03% | 213 |
|
|
2023
Q1 | $1.78M | Sell |
19,663
-25,901
| -57% | -$2.35M | 0.08% | 131 |
|
|
2022
Q4 | $3.48M | Sell |
45,564
-45,640
| -50% | -$3.48M | 0.17% | 97 |
|
|
2022
Q3 | $5.84M | Sell |
91,204
-235,302
| -72% | -$15.1M | 0.29% | 72 |
|
|
2022
Q2 | $26.7M | Buy |
326,506
+11,767
| +4% | +$962K | 1.18% | 20 |
|
|
2022
Q1 | $32.3M | Buy |
314,739
+9,127
| +3% | +$937K | 1.17% | 19 |
|
|
2021
Q4 | $38.6M | Sell |
305,612
-2,750
| -0.9% | -$348K | 1.33% | 17 |
|
|
2021
Q3 | $34.1M | Buy |
308,362
+76,614
| +33% | +$8.47M | 1.27% | 18 |
|
|
2021
Q2 | $22.5M | Buy |
231,748
+66,160
| +40% | +$6.43M | 0.87% | 26 |
|
|
2021
Q1 | $17.6M | Buy |
165,588
+7,741
| +5% | +$821K | 0.75% | 39 |
|
|
2020
Q4 | $16M | Buy |
157,847
+27,773
| +21% | +$2.81M | 0.71% | 37 |
|
|
2020
Q3 | $9.98M | Sell |
130,074
-6,100
| -4% | -$468K | 0.46% | 47 |
|
|
2020
Q2 | $9.41M | Sell |
136,174
-14,376
| -10% | -$994K | 0.49% | 43 |
|
|
2020
Q1 | $8.91M | Sell |
150,550
-83,554
| -36% | -$4.94M | 0.55% | 39 |
|
|
2019
Q4 | $15.9M | Sell |
234,104
-40,062
| -15% | -$2.72M | 0.79% | 31 |
|
|
2019
Q3 | $16.2M | Sell |
274,166
-2,514
| -0.9% | -$149K | 0.87% | 29 |
|
|
2019
Q2 | $14.5M | Buy |
276,680
+3,844
| +1% | +$201K | 0.81% | 33 |
|
|
2019
Q1 | $11.5M | Buy |
272,836
+2,076
| +0.8% | +$87.7K | 0.68% | 39 |
|
|
2018
Q4 | $13.1M | Buy |
270,760
+9,472
| +4% | +$457K | 0.83% | 35 |
|
|
2018
Q3 | $15.8M | Buy |
261,288
+51,679
| +25% | +$3.13M | 0.88% | 34 |
|
|
2018
Q2 | $10.7M | Buy |
+209,609
| New | +$10.7M | 0.63% | 43 |
|