Hantz Financial Services’s Sony SONY Stock Holding History

Hantz Financial Services’s Portfolio SONY Stock Details SONY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.38M	Buy	211,802 +91,415	+76%	+$2.05M	0.07%	204
2025 Q4	$3.08M	Sell	120,387 -25,102	-17%	-$705K	0.05%	260
2025 Q3	$4.19M	Buy	145,489 +50,500	+53%	+$1.36M	0.06%	227
2025 Q2	$2.47M	Buy	94,989 +17,956	+23%	+$449K	0.04%	303
2025 Q1	$1.96M	Buy	77,033 +1,845	+2%	+$42.6K	0.03%	328
2024 Q4	$1.59M	Buy	75,188 +23	+0%	+$448	0.03%	359
2024 Q3	$1.45M	Sell	75,165 -930	-1%	-$17K	0.03%	381
2024 Q2	$1.29M	Sell	76,095 -3,045	-4%	-$50.3K	0.02%	396
2024 Q1	$1.36M	Buy	79,140 +725	+0.9%	+$13.3K	0.03%	394
2023 Q4	$1.49M	Buy	78,415 +140	+0.2%	+$2.43K	0.03%	379
2023 Q3	$1.29M	Buy	78,275 +7,105	+10%	+$124K	0.03%	369
2023 Q2	$1.28M	Buy	71,170 +4,695	+7%	+$88.1K	0.03%	371
2023 Q1	$1.21M	Buy	66,475 +5,785	+10%	+$100K	0.03%	372
2022 Q4	$926K	Buy	60,690 +2,690	+5%	+$40.2K	0.03%	390
2022 Q3	$743K	Buy	58,000 +7,155	+14%	+$115K	0.03%	395
2022 Q2	$832K	Buy	50,845 +6,815	+15%	+$121K	0.03%	384
2022 Q1	$904K	Buy	44,030 +12,565	+40%	+$273K	0.03%	387
2021 Q4	$795K	Buy	31,465 +13,135	+72%	+$313K	0.02%	394
2021 Q3	$405K	Buy	18,330 +12,365	+207%	+$259K	0.01%	434
2021 Q2	$116K	Buy	5,965 +5,495	+1,169%	+$111K	﹤0.01%	508
2021 Q1	$10K	Buy	+470	New	+$9.93K	﹤0.01%	601

Other funds holding SONY

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Aristotle Capital Management

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mondrian Investment Partners London, United Kingdom $6.69B AUM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return