Gradient Investments’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-35
| Closed | -$595 | – | 1132 |
|
|
2024
Q2 | $595 | Hold |
35
| – | – | ﹤0.01% | 1164 |
|
|
2024
Q1 | $600 | Sell |
35
-115
| -77% | -$1.97K | ﹤0.01% | 993 |
|
|
2023
Q4 | $2.84K | Hold |
150
| – | – | ﹤0.01% | 1139 |
|
|
2023
Q3 | $2.47K | Hold |
150
| – | – | ﹤0.01% | 1123 |
|
|
2023
Q2 | $2.7K | Buy |
+150
| New | +$2.7K | ﹤0.01% | 1093 |
|
|
2022
Q4 | – | Sell |
-50
| Closed | -$1K | – | 1651 |
|
|
2022
Q3 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 1293 |
|
|
2017
Q2 | – | Sell |
-2,730
| Closed | -$18K | – | 900 |
|
|
2017
Q1 | $18K | Buy |
+2,730
| New | +$18K | ﹤0.01% | 424 |
|
|
2014
Q2 | – | Sell |
-530
| Closed | -$2K | – | 563 |
|
|
2014
Q1 | $2K | Buy |
+530
| New | +$2K | ﹤0.01% | 455 |
|