Guggenheim Capital’s Sony SONY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.27M | Buy |
48,868
+614
| +1% | +$16K | 0.01% | 798 |
|
2025
Q1 | $1.23M | Sell |
48,254
-206
| -0.4% | -$5.23K | 0.01% | 805 |
|
2024
Q4 | $1.03M | Sell |
48,460
-5,155
| -10% | -$109K | 0.01% | 906 |
|
2024
Q3 | $1.04M | Buy |
53,615
+2,620
| +5% | +$50.6K | 0.01% | 1081 |
|
2024
Q2 | $866K | Buy |
50,995
+865
| +2% | +$14.7K | 0.01% | 1188 |
|
2024
Q1 | $860K | Buy |
50,130
+1,460
| +3% | +$25K | 0.01% | 1256 |
|
2023
Q4 | $922K | Sell |
48,670
-8,755
| -15% | -$166K | 0.01% | 1197 |
|
2023
Q3 | $946K | Buy |
57,425
+1,590
| +3% | +$26.2K | 0.01% | 1129 |
|
2023
Q2 | $1.01M | Buy |
55,835
+2,460
| +5% | +$44.3K | 0.01% | 1153 |
|
2023
Q1 | $968K | Buy |
53,375
+4,520
| +9% | +$81.9K | 0.01% | 1199 |
|
2022
Q4 | $745K | Buy |
48,855
+16,695
| +52% | +$255K | 0.01% | 1306 |
|
2022
Q3 | $412K | Buy |
32,160
+7,345
| +30% | +$94.1K | ﹤0.01% | 1555 |
|
2022
Q2 | $406K | Buy |
+24,815
| New | +$406K | ﹤0.01% | 1657 |
|
2016
Q3 | – | Sell |
-39,370
| Closed | -$231K | – | 2921 |
|
2016
Q2 | $231K | Sell |
39,370
-785
| -2% | -$4.61K | ﹤0.01% | 2638 |
|
2016
Q1 | $207K | Sell |
40,155
-1,140
| -3% | -$5.88K | ﹤0.01% | 2678 |
|
2015
Q4 | $203K | Sell |
41,295
-3,400
| -8% | -$16.7K | ﹤0.01% | 2762 |
|
2015
Q3 | $219K | Buy |
44,695
+6,935
| +18% | +$34K | ﹤0.01% | 2708 |
|
2015
Q2 | $214K | Hold |
37,760
| – | – | ﹤0.01% | 2804 |
|
2015
Q1 | $202K | Buy |
+37,760
| New | +$202K | ﹤0.01% | 2794 |
|
2014
Q1 | – | Sell |
-93,930
| Closed | -$328K | – | 3271 |
|
2013
Q4 | $328K | Buy |
+93,930
| New | +$328K | ﹤0.01% | 2621 |
|