Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.77M Buy
85,579
+1,904
+2% +$42.7K 0.41% 46
2025
Q4
$2.14M Sell
83,675
-1,598
-2% -$44.9K 0.47% 43
2025
Q3
$2.46M Sell
85,273
-1,042
-1% -$28K 0.54% 43
2025
Q2
$2.25M Sell
86,315
-613
-0.7% -$15.3K 0.51% 39
2025
Q1
$2.21M Sell
86,928
-3,361
-4% -$77.7K 0.55% 39
2024
Q4
$1.91M Sell
90,289
-446
-0.5% -$8.69K 0.51% 40
2024
Q3
$1.75M Sell
90,735
-80,390
-47% -$1.47M 0.44% 44
2024
Q2
$2.91M Sell
171,125
-7,760
-4% -$128K 0.72% 39
2024
Q1
$3.07M Sell
178,885
-3,140
-2% -$57.7K 0.74% 40
2023
Q4
$3.45M Sell
182,025
-21,780
-11% -$378K 0.87% 41
2023
Q3
$3.36M Buy
203,805
+9,530
+5% +$166K 0.92% 40
2023
Q2
$3.5M Sell
194,275
-5,390
-3% -$101K 0.92% 39
2023
Q1
$3.62M Sell
199,665
-7,450
-4% -$129K 0.97% 38
2022
Q4
$3.16M Sell
207,115
-7,995
-4% -$119K 0.87% 43
2022
Q3
$2.76M Buy
215,110
+124,790
+138% +$2M 0.76% 43
2022
Q2
$3.83M Sell
90,320
-123,575
-58% -$2.19M 1.11% 37
2022
Q1
$4.39M Sell
213,895
-4,370
-2% -$95K 1.08% 36
2021
Q4
$5.52M Sell
218,265
-9,235
-4% -$220K 1.29% 29
2021
Q3
$5.03M Buy
227,500
+13,060
+6% +$273K 1.26% 28
2021
Q2
$4.17M Buy
214,440
+61,655
+40% +$1.25M 0.99% 34
2021
Q1
$3.24M Sell
152,785
-22,150
-13% -$468K 0.76% 41
2020
Q4
$3.54M Sell
174,935
-24,190
-12% -$421K 0.85% 40
2020
Q3
$3.06M Sell
199,125
-8,755
-4% -$136K 0.79% 39
2020
Q2
$2.87M Buy
207,880
+176,485
+562% +$2.29M 0.71% 40
2020
Q1
$372K Sell
31,395
-209,980
-87% -$2.75M 0.1% 59
2019
Q4
$3.28M Buy
+241,375
New +$3.01M 0.62% 36

Other funds holding SONY