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 |
|