Focus Partners Wealth’s Sony SONY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.9M Buy
188,270
+29,692
+19% +$773K 0.01% 680
2025
Q1
$4.03M Buy
158,578
+1,061
+0.7% +$26.9K 0.01% 685
2024
Q4
$3.33M Buy
157,517
+18,937
+14% +$401K 0.01% 724
2024
Q3
$2.68M Sell
138,580
-132,640
-49% -$2.56M 0.01% 701
2024
Q2
$4.61M Buy
271,220
+151,310
+126% +$2.57M 0.02% 509
2024
Q1
$2.06M Buy
119,910
+33,580
+39% +$576K 0.02% 474
2023
Q4
$1.64M Buy
+86,330
New +$1.64M 0.02% 380