Global Retirement Partners’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $408K | Buy |
+15,687
| New | +$408K | 0.01% | 802 |
|
|
2024
Q4 | $413K | Buy |
19,538
+203
| +1% | +$4.3K | 0.01% | 694 |
|
|
2024
Q3 | $373K | Sell |
19,335
-2,935
| -13% | -$56.7K | 0.01% | 722 |
|
|
2024
Q2 | $378K | Buy |
22,270
+13,680
| +159% | +$232K | 0.01% | 686 |
|
|
2024
Q1 | $147K | Sell |
8,590
-15
| -0.2% | -$257 | 0.01% | 914 |
|
|
2023
Q4 | $169K | Sell |
8,605
-145
| -2% | -$2.85K | 0.01% | 825 |
|
|
2023
Q3 | $143K | Sell |
8,750
-85
| -1% | -$1.39K | 0.01% | 797 |
|
|
2023
Q2 | $159K | Sell |
8,835
-400
| -4% | -$7.2K | 0.01% | 780 |
|
|
2023
Q1 | $171K | Buy |
9,235
+1,900
| +26% | +$35.3K | 0.01% | 727 |
|
|
2022
Q4 | $112K | Sell |
7,335
-925
| -11% | -$14.1K | 0.01% | 778 |
|
|
2022
Q3 | $111K | Buy |
8,260
+1,130
| +16% | +$15.2K | 0.01% | 744 |
|
|
2022
Q2 | $117K | Buy |
7,130
+35
| +0.5% | +$574 | 0.01% | 695 |
|
|
2022
Q1 | $126K | Buy |
+7,095
| New | +$126K | 0.01% | 684 |
|
|
2021
Q4 | – | Sell |
-5,225
| Closed | -$116K | – | 1562 |
|
|
2021
Q3 | $116K | Buy |
5,225
+1,160
| +29% | +$25.8K | 0.01% | 607 |
|
|
2021
Q2 | $79K | Buy |
4,065
+60
| +1% | +$1.17K | 0.01% | 700 |
|
|
2021
Q1 | $85K | Buy |
4,005
+30
| +0.8% | +$637 | 0.01% | 612 |
|
|
2020
Q4 | $80K | Buy |
3,975
+1,355
| +52% | +$27.3K | 0.01% | 586 |
|
|
2020
Q3 | $40K | Hold |
2,620
| – | – | 0.01% | 699 |
|
|
2020
Q2 | $36K | Buy |
+2,620
| New | +$36K | 0.01% | 732 |
|
|
2020
Q1 | – | Sell |
-2,500
| Closed | -$34K | – | 1678 |
|
|
2019
Q4 | $34K | Buy |
+2,500
| New | +$34K | 0.01% | 758 |
|