Grassi Investment Management’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $361K | Sell |
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|
2025
Q1 | $378K | Sell |
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|
2024
Q4 | $423K | Sell |
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|
2024
Q3 | $480K | Sell |
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|
2024
Q2 | $474K | Sell |
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|
2024
Q1 | $849K | Hold |
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|
2023
Q4 | $937K | Sell |
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|
2023
Q3 | $915K | Sell |
|
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|
2023
Q2 | $1.04M | Sell |
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|
2023
Q1 | $1.06M | Sell |
|
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|
2022
Q4 | $976K | Sell |
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|
2022
Q3 | $858K | Hold |
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|
2022
Q2 | $1.1M | Sell |
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|
2022
Q1 | $1.47M | Sell |
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|
2021
Q4 | $1.85M | Hold |
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|
2021
Q3 | $1.62M | Buy |
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|
2021
Q2 | $1.42M | Hold |
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|
2021
Q1 | $1.54M | Buy |
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|
2020
Q4 | $1.44M | Buy |
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|
2020
Q3 | $756K | Buy |
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|
2020
Q2 | $477K | Buy |
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|
2020
Q1 | $343K | Buy |
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|
2019
Q4 | $226K | Buy |
|