Geneos Wealth 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 | $241K | Sell |
9,244
-12,084
| -57% | -$315K | 0.01% | 926 |
|
|
2025
Q1 | $542K | Buy |
21,328
+14,422
| +209% | +$366K | 0.01% | 866 |
|
|
2024
Q4 | $146K | Buy |
6,906
+841
| +14% | +$17.8K | 0.01% | 946 |
|
|
2024
Q3 | $117K | Buy |
6,065
+2,505
| +70% | +$48.4K | ﹤0.01% | 921 |
|
|
2024
Q2 | $60.5K | Sell |
3,560
-175
| -5% | -$2.97K | ﹤0.01% | 1008 |
|
|
2024
Q1 | $64K | Buy |
3,735
+165
| +5% | +$2.83K | ﹤0.01% | 984 |
|
|
2023
Q4 | $67.6K | Sell |
3,570
-595
| -14% | -$11.3K | ﹤0.01% | 967 |
|
|
2023
Q3 | $68.6K | Buy |
4,165
+465
| +13% | +$7.66K | ﹤0.01% | 980 |
|
|
2023
Q2 | $66.6K | Buy |
3,700
+290
| +9% | +$5.22K | ﹤0.01% | 994 |
|
|
2023
Q1 | $61.8K | Buy |
3,410
+2,210
| +184% | +$40.1K | ﹤0.01% | 1007 |
|
|
2022
Q4 | $18.3K | Hold |
1,200
| – | – | ﹤0.01% | 1354 |
|
|
2022
Q3 | $15K | Sell |
1,200
-2,350
| -66% | -$29.4K | ﹤0.01% | 1419 |
|
|
2022
Q2 | $57K | Sell |
3,550
-315
| -8% | -$5.06K | ﹤0.01% | 1231 |
|
|
2022
Q1 | $79K | Buy |
3,865
+505
| +15% | +$10.3K | ﹤0.01% | 1181 |
|
|
2021
Q4 | $84K | Buy |
3,360
+10
| +0.3% | +$250 | ﹤0.01% | 1239 |
|
|
2021
Q3 | $73K | Sell |
3,350
-25
| -0.7% | -$545 | ﹤0.01% | 1306 |
|
|
2021
Q2 | $68K | Sell |
3,375
-19,230
| -85% | -$387K | ﹤0.01% | 1339 |
|
|
2021
Q1 | $452K | Buy |
22,605
+1,425
| +7% | +$28.5K | 0.01% | 661 |
|
|
2020
Q4 | $71K | Buy |
21,180
+17,690
| +507% | +$59.3K | ﹤0.01% | 1288 |
|
|
2020
Q3 | $53K | Buy |
3,490
+155
| +5% | +$2.35K | ﹤0.01% | 1228 |
|
|
2020
Q2 | $46K | Sell |
3,335
-1,995
| -37% | -$27.5K | ﹤0.01% | 1254 |
|
|
2020
Q1 | $63K | Hold |
5,330
| – | – | ﹤0.01% | 1028 |
|
|
2019
Q4 | $72K | Buy |
5,330
+2,500
| +88% | +$33.8K | ﹤0.01% | 1082 |
|
|
2019
Q3 | $33K | Buy |
2,830
+2,000
| +241% | +$23.3K | ﹤0.01% | 1378 |
|
|
2019
Q2 | $8K | Hold |
830
| – | – | ﹤0.01% | 1988 |
|
|
2019
Q1 | $7K | Sell |
830
-3,750
| -82% | -$31.6K | ﹤0.01% | 1963 |
|
|
2018
Q4 | $44K | Sell |
4,580
-250
| -5% | -$2.4K | ﹤0.01% | 1158 |
|
|
2018
Q3 | $58K | Buy |
4,830
+1,525
| +46% | +$18.3K | ﹤0.01% | 1106 |
|
|
2018
Q2 | $33K | Buy |
3,305
+50
| +2% | +$499 | ﹤0.01% | 1243 |
|
|
2018
Q1 | $31K | Hold |
3,255
| – | – | ﹤0.01% | 1215 |
|
|
2017
Q4 | $29K | Hold |
3,255
| – | – | ﹤0.01% | 1251 |
|
|
2017
Q3 | $24K | Hold |
3,255
| – | – | ﹤0.01% | 1260 |
|
|
2017
Q2 | $24K | Buy |
3,255
+3,000
| +1,176% | +$22.1K | ﹤0.01% | 1209 |
|
|
2017
Q1 | $1K | Buy |
+255
| New | +$1K | ﹤0.01% | 2020 |
|