Forum Financial Management’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.87M | Buy |
110,317
+1,942
| +2% | +$50.6K | 0.04% | 93 |
|
|
2025
Q1 | $2.75M | Sell |
108,375
-6,875
| -6% | -$175K | 0.05% | 86 |
|
|
2024
Q4 | $2.44M | Buy |
115,250
+24,650
| +27% | +$522K | 0.04% | 95 |
|
|
2024
Q3 | $1.75M | Sell |
90,600
-65
| -0.1% | -$1.26K | 0.03% | 119 |
|
|
2024
Q2 | $1.54M | Sell |
90,665
-7,650
| -8% | -$130K | 0.03% | 127 |
|
|
2024
Q1 | $1.69M | Sell |
98,315
-10
| -0% | -$171 | 0.03% | 131 |
|
|
2023
Q4 | $1.86M | Buy |
98,325
+2,445
| +3% | +$46.3K | 0.04% | 94 |
|
|
2023
Q3 | $1.58M | Buy |
95,880
+80
| +0.1% | +$1.32K | 0.03% | 110 |
|
|
2023
Q2 | $1.73M | Sell |
95,800
-4,520
| -5% | -$81.4K | 0.04% | 96 |
|
|
2023
Q1 | $1.82M | Buy |
100,320
+160
| +0.2% | +$2.9K | 0.05% | 86 |
|
|
2022
Q4 | $1.53M | Sell |
100,160
-1,855
| -2% | -$28.3K | 0.05% | 91 |
|
|
2022
Q3 | $1.31M | Hold |
102,015
| – | – | 0.06% | 87 |
|
|
2022
Q2 | $1.67M | Buy |
102,015
+125
| +0.1% | +$2.04K | 0.08% | 77 |
|
|
2022
Q1 | $2.09M | Hold |
101,890
| – | – | 0.1% | 59 |
|
|
2021
Q4 | $2.58M | Buy |
+101,890
| New | +$2.58M | 0.13% | 50 |
|