Greenleaf Trust’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.13M | Sell |
54,371
-23,194
| -30% | -$520K | 0.01% | 306 |
|
|
2025
Q4 | $1.99M | Buy |
77,565
+3,540
| +5% | +$99.4K | 0.02% | 203 |
|
|
2025
Q3 | $2.13M | Sell |
74,025
-71
| -0.1% | -$1.91K | 0.02% | 187 |
|
|
2025
Q2 | $1.93M | Sell |
74,096
-415
| -0.6% | -$10.4K | 0.02% | 201 |
|
|
2025
Q1 | $1.89M | Sell |
74,511
-21,617
| -22% | -$500K | 0.02% | 211 |
|
|
2024
Q4 | $2.03M | Buy |
96,128
+1,168
| +1% | +$22.8K | 0.02% | 195 |
|
|
2024
Q3 | $1.83M | Sell |
94,960
-285
| -0.3% | -$5.2K | 0.02% | 217 |
|
|
2024
Q2 | $1.62M | Sell |
95,245
-5,095
| -5% | -$84.2K | 0.02% | 211 |
|
|
2024
Q1 | $1.72M | Sell |
100,340
-565
| -0.6% | -$10.4K | 0.02% | 201 |
|
|
2023
Q4 | $1.91M | Buy |
100,905
+4,700
| +5% | +$81.5K | 0.02% | 181 |
|
|
2023
Q3 | $1.59M | Sell |
96,205
-225
| -0.2% | -$3.93K | 0.02% | 189 |
|
|
2023
Q2 | $1.74M | Buy |
96,430
+420
| +0.4% | +$7.88K | 0.02% | 181 |
|
|
2023
Q1 | $1.74M | Buy |
96,010
+620
| +0.6% | +$10.7K | 0.02% | 179 |
|
|
2022
Q4 | $1.46M | Sell |
95,390
-1,635
| -2% | -$24.4K | 0.02% | 200 |
|
|
2022
Q3 | $1.24M | Sell |
97,025
-895
| -0.9% | -$14.3K | 0.02% | 202 |
|
|
2022
Q2 | $1.6M | Sell |
97,920
-16,930
| -15% | -$300K | 0.02% | 155 |
|
|
2022
Q1 | $2.36M | Sell |
114,850
-6,505
| -5% | -$141K | 0.03% | 122 |
|
|
2021
Q4 | $3.07M | Buy |
121,355
+12,020
| +11% | +$286K | 0.04% | 97 |
|
|
2021
Q3 | $2.42M | Buy |
109,335
+125
| +0.1% | +$2.62K | 0.03% | 100 |
|
|
2021
Q2 | $2.12M | Buy |
109,210
+85
| +0.1% | +$1.72K | 0.03% | 120 |
|
|
2021
Q1 | $2.31M | Sell |
109,125
-1,470
| -1% | -$31K | 0.03% | 103 |
|
|
2020
Q4 | $2.24M | Sell |
110,595
-150
| -0.1% | -$2.61K | 0.03% | 100 |
|
|
2020
Q3 | $1.7M | Buy |
110,745
+1,030
| +0.9% | +$16K | 0.03% | 114 |
|
|
2020
Q2 | $1.52M | Buy |
109,715
+4,480
| +4% | +$58.2K | 0.03% | 116 |
|
|
2020
Q1 | $1.25M | Buy |
105,235
+6,040
| +6% | +$79.2K | 0.02% | 114 |
|
|
2019
Q4 | $1.35M | Buy |
99,195
+725
| +0.7% | +$9.04K | 0.02% | 136 |
|
|
2019
Q3 | $1.17M | Buy |
98,470
+1,355
| +1% | +$15.3K | 0.02% | 145 |
|
|
2019
Q2 | $1.02M | Buy |
97,115
+5,890
| +6% | +$57.8K | 0.02% | 165 |
|
|
2019
Q1 | $771K | Sell |
91,225
-16,275
| -15% | -$152K | 0.01% | 187 |
|
|
2018
Q4 | $1.04M | Buy |
107,500
+9,140
| +9% | +$96.7K | 0.02% | 149 |
|
|
2018
Q3 | $1.19M | Buy |
98,360
+2,835
| +3% | +$31.2K | 0.02% | 144 |
|
|
2018
Q2 | $979K | Buy |
95,525
+9,085
| +11% | +$88.4K | 0.02% | 161 |
|
|
2018
Q1 | $836K | Buy |
86,440
+1,930
| +2% | +$19K | 0.02% | 169 |
|
|
2017
Q4 | $760K | Buy |
84,510
+2,575
| +3% | +$22.1K | 0.02% | 184 |
|
|
2017
Q3 | $612K | Buy |
81,935
+27,825
| +51% | +$218K | 0.01% | 194 |
|
|
2017
Q2 | $413K | Buy |
54,110
+985
| +2% | +$6.99K | 0.01% | 227 |
|
|
2017
Q1 | $358K | Buy |
+53,125
| New | +$331K | 0.01% | 203 |
|
Other funds holding SONY
MIP
Greenleaf Trust's SONY Position: Q1 2026 in Review
Greenleaf Trust reduced its Sony (SONY) stake by 30% in Q1 2026, selling an estimated $520K and leaving 54,371 shares worth $1.13M. The position accounts for 0.01% of the portfolio, ranked #306.
Greenleaf Trust first reported a position in SONY in Q1 2017 and has held it in 37 quarters since. The position peaked at $3.07M in Q4 2021. 733 funds tracked by Wall St. Rank hold SONY as of Q1 2026.
- Greenleaf Trust held 54,371 shares of Sony worth $1.13M as of Q1 2026.
- Greenleaf Trust sold 23,194 Sony shares in Q1 2026, an estimated $520K.
- Sony made up 0.01% of Greenleaf Trust's portfolio in Q1 2026, its #306 holding.
- Greenleaf Trust first reported a position in Sony in Q1 2017 and has held it in 37 quarters since.
- Greenleaf Trust's Sony position peaked at $3.07M in Q4 2021.
- 733 funds tracked by Wall St. Rank held Sony as of Q1 2026.
Based on Greenleaf Trust's 13F filing for Q1 2026, filed 27 Apr 2026.