HBK Sorce Advisory’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $680K | Buy |
26,129
+184
| +0.7% | +$4.79K | 0.02% | 286 |
|
|
2025
Q1 | $659K | Sell |
25,945
-883
| -3% | -$22.4K | 0.02% | 285 |
|
|
2024
Q4 | $568K | Sell |
26,828
-1,432
| -5% | -$30.3K | 0.02% | 308 |
|
|
2024
Q3 | $546K | Sell |
28,260
-2,100
| -7% | -$40.6K | 0.02% | 314 |
|
|
2024
Q2 | $516K | Sell |
30,360
-1,170
| -4% | -$19.9K | 0.02% | 322 |
|
|
2024
Q1 | $541K | Sell |
31,530
-1,795
| -5% | -$30.8K | 0.02% | 318 |
|
|
2023
Q4 | $631K | Sell |
33,325
-90
| -0.3% | -$1.7K | 0.02% | 275 |
|
|
2023
Q3 | $551K | Buy |
33,415
+100
| +0.3% | +$1.65K | 0.02% | 291 |
|
|
2023
Q2 | $600K | Sell |
33,315
-2,440
| -7% | -$43.9K | 0.03% | 286 |
|
|
2023
Q1 | $648K | Sell |
35,755
-33,195
| -48% | -$602K | 0.03% | 281 |
|
|
2022
Q4 | $1.05M | Buy |
68,950
+32,950
| +92% | +$503K | 0.03% | 277 |
|
|
2022
Q3 | $461K | Buy |
36,000
+7,060
| +24% | +$90.4K | 0.03% | 279 |
|
|
2022
Q2 | $473K | Sell |
28,940
-4,200
| -13% | -$68.6K | 0.03% | 247 |
|
|
2022
Q1 | $681K | Buy |
33,140
+7,445
| +29% | +$153K | 0.04% | 257 |
|
|
2021
Q4 | $650K | Buy |
25,695
+1,350
| +6% | +$34.2K | 0.03% | 284 |
|
|
2021
Q3 | $538K | Sell |
24,345
-5,565
| -19% | -$123K | 0.03% | 307 |
|
|
2021
Q2 | $582K | Sell |
29,910
-1,115
| -4% | -$21.7K | 0.03% | 297 |
|
|
2021
Q1 | $658K | Buy |
31,025
+800
| +3% | +$17K | 0.04% | 248 |
|
|
2020
Q4 | $611K | Sell |
30,225
-2,280
| -7% | -$46.1K | 0.04% | 244 |
|
|
2020
Q3 | $499K | Buy |
32,505
+1,855
| +6% | +$28.5K | 0.04% | 258 |
|
|
2020
Q2 | $424K | Buy |
+30,650
| New | +$424K | 0.03% | 272 |
|
|
2020
Q1 | – | Sell |
-16,120
| Closed | -$219K | – | 451 |
|
|
2019
Q4 | $219K | Buy |
+16,120
| New | +$219K | 0.02% | 395 |
|
|
2019
Q3 | – | Sell |
-20,295
| Closed | -$213K | – | 421 |
|
|
2019
Q2 | $213K | Buy |
+20,295
| New | +$213K | 0.02% | 380 |
|
|
2018
Q4 | – | Sell |
-19,630
| Closed | -$238K | – | 414 |
|
|
2018
Q3 | $238K | Buy |
+19,630
| New | +$238K | 0.03% | 341 |
|