Geneos Wealth Management’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $120K | Sell |
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|
2025
Q2 | $241K | Sell |
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|
2025
Q1 | $542K | Buy |
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|
2024
Q4 | $146K | Buy |
|
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|
2024
Q3 | $117K | Buy |
|
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|
2024
Q2 | $60.5K | Sell |
|
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|
2024
Q1 | $64K | Buy |
|
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|
2023
Q4 | $67.6K | Sell |
|
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|
2023
Q3 | $68.6K | Buy |
|
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|
2023
Q2 | $66.6K | Buy |
|
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|
2023
Q1 | $61.8K | Buy |
|
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|
2022
Q4 | $18.3K | Hold |
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|
2022
Q3 | $15K | Sell |
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|
2022
Q2 | $57K | Sell |
|
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|
2022
Q1 | $79K | Buy |
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|
2021
Q4 | $84K | Buy |
|
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|
2021
Q3 | $73K | Sell |
|
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|
2021
Q2 | $68K | Sell |
|
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|
2021
Q1 | $452K | Buy |
|
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|
2020
Q4 | $71K | Buy |
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|
2020
Q3 | $53K | Buy |
|
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|
2020
Q2 | $46K | Sell |
|
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|
2020
Q1 | $63K | Hold |
|
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|
2019
Q4 | $72K | Buy |
|
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|
2019
Q3 | $33K | Buy |
|
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|
2019
Q2 | $8K | Hold |
|
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|
2019
Q1 | $7K | Sell |
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|
2018
Q4 | $44K | Sell |
|
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|
2018
Q3 | $58K | Buy |
|
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|
2018
Q2 | $33K | Buy |
|
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|
2018
Q1 | $31K | Hold |
|
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|
2017
Q4 | $29K | Hold |
|
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|
2017
Q3 | $24K | Hold |
|
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|
2017
Q2 | $24K | Buy |
|
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|
2017
Q1 | $1K | Buy |
|