Harel Insurance Investments & Financial Services’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,957
| Closed | -$75K | – | 497 |
|
|
2025
Q1 | $75K | Buy |
+2,957
| New | +$75K | ﹤0.01% | 341 |
|
|
2022
Q2 | – | Sell |
-1,210
| Closed | -$25K | – | 792 |
|
|
2022
Q1 | $25K | Sell |
1,210
-15,380
| -93% | -$318K | ﹤0.01% | 614 |
|
|
2021
Q4 | $419K | Buy |
16,590
+13,870
| +510% | +$350K | 0.01% | 278 |
|
|
2021
Q3 | $60K | Sell |
2,720
-2,350
| -46% | -$51.8K | ﹤0.01% | 519 |
|
|
2021
Q2 | $99K | Sell |
5,070
-6,580
| -56% | -$128K | ﹤0.01% | 640 |
|
|
2021
Q1 | $536K | Buy |
+11,650
| New | +$536K | 0.01% | 487 |
|
|
2020
Q3 | – | Sell |
-5,000
| Closed | -$69K | – | 707 |
|
|
2020
Q2 | $69K | Buy |
5,000
+3,000
| +150% | +$41.4K | ﹤0.01% | 370 |
|
|
2020
Q1 | $24K | Buy |
+2,000
| New | +$24K | ﹤0.01% | 332 |
|
|
2019
Q3 | – | Sell |
-18,500
| Closed | -$194K | – | 565 |
|
|
2019
Q2 | $194K | Buy |
18,500
+13,500
| +270% | +$142K | 0.01% | 196 |
|
|
2019
Q1 | $42K | Sell |
5,000
-30,250
| -86% | -$254K | ﹤0.01% | 287 |
|
|
2018
Q4 | $340K | Sell |
35,250
-35,100
| -50% | -$339K | 0.02% | 133 |
|
|
2018
Q3 | $853K | Sell |
70,350
-19,650
| -22% | -$238K | 0.04% | 110 |
|
|
2018
Q2 | $923K | Sell |
90,000
-22,500
| -20% | -$231K | 0.05% | 99 |
|
|
2018
Q1 | $1.09M | Buy |
112,500
+49,500
| +79% | +$479K | 0.06% | 93 |
|
|
2017
Q4 | $566K | Buy |
63,000
+39,750
| +171% | +$357K | 0.04% | 117 |
|
|
2017
Q3 | $174K | Hold |
23,250
| – | – | 0.01% | 193 |
|
|
2017
Q2 | $178K | Sell |
23,250
-375
| -2% | -$2.87K | 0.01% | 195 |
|
|
2017
Q1 | $151K | Buy |
+23,625
| New | +$151K | 0.01% | 184 |
|
|
2016
Q3 | – | Sell |
-24,500
| Closed | -$144K | – | 640 |
|
|
2016
Q2 | $144K | Buy |
+24,500
| New | +$144K | 0.02% | 199 |
|