Golden State 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 | $64.3K | Sell |
2,469
-13
| -0.5% | -$338 | 0.01% | 593 |
|
|
2025
Q1 | $63K | Hold |
2,482
| – | – | 0.01% | 542 |
|
|
2024
Q4 | $52.5K | Buy |
+2,482
| New | +$52.5K | 0.01% | 565 |
|
|
2020
Q2 | – | Sell |
-1,920
| Closed | -$23K | – | 771 |
|
|
2020
Q1 | $23K | Buy |
+1,920
| New | +$23K | 0.01% | 484 |
|
|
2019
Q4 | – | Sell |
-1,740
| Closed | -$21K | – | 773 |
|
|
2019
Q3 | $21K | Buy |
1,740
+5
| +0.3% | +$60 | 0.01% | 608 |
|
|
2019
Q2 | $18K | Hold |
1,735
| – | – | 0.01% | 633 |
|
|
2019
Q1 | $15K | Buy |
+1,735
| New | +$15K | 0.01% | 691 |
|