HB Wealth Management’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $681K | Sell |
26,158
-6,114
| -19% | -$159K | 0.01% | 629 |
|
|
2025
Q1 | $819K | Buy |
32,272
+19,680
| +156% | +$500K | 0.01% | 587 |
|
|
2024
Q4 | $266K | Sell |
12,592
-568
| -4% | -$12K | ﹤0.01% | 843 |
|
|
2024
Q3 | $254K | Buy |
13,160
+975
| +8% | +$18.8K | ﹤0.01% | 806 |
|
|
2024
Q2 | $207K | Buy |
12,185
+235
| +2% | +$3.99K | ﹤0.01% | 826 |
|
|
2024
Q1 | $205K | Buy |
+11,950
| New | +$205K | ﹤0.01% | 791 |
|