First Personal Financial Services’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.75M | Sell |
142,340
-1,670
| -1% | -$32.3K | 0.58% | 51 |
|
|
2024
Q2 | $2.45M | Sell |
144,010
-1,515
| -1% | -$25.7K | 0.55% | 51 |
|
|
2024
Q1 | $2.5M | Buy |
145,525
+37,925
| +35% | +$650K | 0.58% | 51 |
|
|
2023
Q4 | $2.04M | Sell |
107,600
-3,800
| -3% | -$72K | 0.5% | 53 |
|
|
2023
Q3 | $1.84M | Sell |
111,400
-3,545
| -3% | -$58.4K | 0.48% | 54 |
|
|
2023
Q2 | $2.07M | Sell |
114,945
-1,315
| -1% | -$23.7K | 0.51% | 50 |
|
|
2023
Q1 | $2.11M | Buy |
116,260
+9,200
| +9% | +$167K | 0.55% | 50 |
|
|
2022
Q4 | $1.63M | Sell |
107,060
-14,095
| -12% | -$215K | 0.44% | 55 |
|
|
2022
Q3 | $1.55M | Buy |
121,155
+5,920
| +5% | +$75.8K | 0.45% | 56 |
|
|
2022
Q2 | $1.89M | Buy |
115,235
+15,075
| +15% | +$247K | 0.53% | 53 |
|
|
2022
Q1 | $2.06M | Buy |
+100,160
| New | +$2.06M | 0.48% | 56 |
|
|
2019
Q3 | – | Sell |
-715
| Closed | -$7K | – | 734 |
|
|
2019
Q2 | $7K | Hold |
715
| – | – | ﹤0.01% | 552 |
|
|
2019
Q1 | $6K | Hold |
715
| – | – | ﹤0.01% | 577 |
|
|
2018
Q4 | $7K | Sell |
715
-165
| -19% | -$1.62K | ﹤0.01% | 523 |
|
|
2018
Q3 | $11K | Hold |
880
| – | – | ﹤0.01% | 484 |
|
|
2018
Q2 | $9K | Hold |
880
| – | – | ﹤0.01% | 504 |
|
|
2018
Q1 | $9K | Buy |
+880
| New | +$9K | ﹤0.01% | 817 |
|