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Global Financial Private Client’s Sony SONY Stock Holding History

Global Financial Private Client’s Portfolio SONY Stock Details SONY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,950
Closed -$49.5K – 1386
2025
Q1 		$49.5K Hold
1,950
– – 0.02% 330
2024
Q4 		$41.3K Sell
1,950
-470
-19% -$9.15K 0.02% 341
2024
Q3 		$46.7K Buy
2,420
+1,970
+438% +$35.9K 0.02% 324
2024
Q2 		$7.65K Hold
450
– – ﹤0.01% 470
2024
Q1 		$7.75K Hold
450
– – ﹤0.01% 486
2023
Q4 		$8.52K Hold
450
– – ﹤0.01% 475
2023
Q3 		$7.35K Hold
450
– – ﹤0.01% 471
2023
Q2 		$8.24K Hold
450
– – ﹤0.01% 462
2023
Q1 		$8.22K Hold
450
– – ﹤0.01% 467
2022
Q4 		$6.87K Hold
450
– – ﹤0.01% 463
2022
Q3 		$5.95K Sell
450
-35
-7% -$561 ﹤0.01% 455
2022
Q2 		$7.93K Sell
485
-105
-18% -$1.86K ﹤0.01% 416
2022
Q1 		$12.2K Hold
590
– – 0.01% 382
2021
Q4 		$15K Hold
590
– – 0.01% 361
2021
Q3 		$13K Hold
590
– – 0.01% 327
2021
Q2 		$11.6K Sell
590
-1,100
-65% -$22.3K 0.01% 342
2021
Q1 		$36.2K Hold
1,690
– – 0.03% 236
2020
Q4 		$34.2K Hold
1,690
– – 0.03% 223
2020
Q3 		$25.9K Sell
1,690
-3,210
-66% -$49.9K 0.02% 240
2020
Q2 		$69K Sell
4,900
-1,075
-18% -$14K 0.06% 177
2020
Q1 		$68K Sell
5,975
-170
-3% -$2.23K 0.07% 176
2019
Q4 		$83.6K Buy
+6,145
New +$76.6K 0.07% 186

Other funds holding SONY

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Global Financial Private Client's SONY Position: Q2 2025 in Review

Global Financial Private Client sold out of Sony (SONY) in Q2 2025, closing a stake of 1,950 shares — an estimated $49.5K sold.

Global Financial Private Client first reported a position in SONY in Q4 2019 and held it in 22 quarters. The position peaked at $83.6K in Q4 2019. 757 funds tracked by Wall St. Rank hold SONY as of Q2 2025.

  • Global Financial Private Client reported no remaining Sony position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 1,950 Sony shares in Q2 2025, an estimated $49.5K.
  • Global Financial Private Client first reported a position in Sony in Q4 2019 and held it in 22 quarters.
  • Global Financial Private Client's Sony position peaked at $83.6K in Q4 2019.
  • 757 funds tracked by Wall St. Rank held Sony as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.