Franklin Street Advisors’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $384K | Sell |
14,770
-1,516
| -9% | -$39.4K | 0.02% | 127 |
|
|
2025
Q1 | $414K | Hold |
16,286
| – | – | 0.03% | 120 |
|
|
2024
Q4 | $345K | Buy |
16,286
+791
| +5% | +$16.8K | 0.02% | 130 |
|
|
2024
Q3 | $299K | Buy |
+15,495
| New | +$299K | 0.02% | 141 |
|
|
2024
Q2 | – | Sell |
-18,060
| Closed | -$310K | – | 179 |
|
|
2024
Q1 | $310K | Hold |
18,060
| – | – | 0.02% | 133 |
|
|
2023
Q4 | $342K | Hold |
18,060
| – | – | 0.03% | 118 |
|
|
2023
Q3 | $298K | Hold |
18,060
| – | – | 0.03% | 118 |
|
|
2023
Q2 | $325K | Hold |
18,060
| – | – | 0.03% | 117 |
|
|
2023
Q1 | $327K | Buy |
18,060
+2,005
| +12% | +$36.3K | 0.03% | 108 |
|
|
2022
Q4 | $245K | Buy |
+16,055
| New | +$245K | 0.02% | 125 |
|
|
2022
Q3 | – | Sell |
-14,980
| Closed | -$245K | – | 146 |
|
|
2022
Q2 | $245K | Buy |
14,980
+2,195
| +17% | +$35.9K | 0.02% | 129 |
|
|
2022
Q1 | $263K | Sell |
12,785
-1,835
| -13% | -$37.7K | 0.02% | 132 |
|
|
2021
Q4 | $370K | Hold |
14,620
| – | – | 0.03% | 123 |
|
|
2021
Q3 | $323K | Buy |
14,620
+1,010
| +7% | +$22.3K | 0.03% | 125 |
|
|
2021
Q2 | $265K | Hold |
13,610
| – | – | 0.02% | 134 |
|
|
2021
Q1 | $289K | Hold |
13,610
| – | – | 0.03% | 127 |
|
|
2020
Q4 | $275K | Buy |
+13,610
| New | +$275K | 0.03% | 123 |
|