Global Financial Private Client’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,950
| Closed | -$49.5K | – | 1387 |
|
|
2025
Q1 | $49.5K | Hold |
1,950
| – | – | 0.02% | 330 |
|
|
2024
Q4 | $41.3K | Sell |
1,950
-470
| -19% | -$9.95K | 0.02% | 341 |
|
|
2024
Q3 | $46.7K | Buy |
2,420
+1,970
| +438% | +$38K | 0.02% | 324 |
|
|
2024
Q2 | $7.65K | Hold |
450
| – | – | ﹤0.01% | 470 |
|
|
2024
Q1 | $7.76K | 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% | -$463 | ﹤0.01% | 455 |
|
|
2022
Q2 | $7.93K | Sell |
485
-105
| -18% | -$1.72K | ﹤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% | -$21.7K | 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% | -$49.1K | 0.02% | 240 |
|
|
2020
Q2 | $69K | Sell |
4,900
-1,075
| -18% | -$15.1K | 0.06% | 177 |
|
|
2020
Q1 | $68K | Sell |
5,975
-170
| -3% | -$1.93K | 0.07% | 176 |
|
|
2019
Q4 | $83.6K | Buy |
+6,145
| New | +$83.6K | 0.07% | 186 |
|