Heritage Family Offices’s Sony SONY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$948K	Hold	37,771	–	–	0.48%	49
2025 Q1	$959K	Sell	37,771 -10,839	-22%	-$275K	0.49%	48
2024 Q4	$1.03M	Buy	48,610 +5,980	+14%	+$127K	0.51%	43
2024 Q3	$823K	Buy	42,630 +350	+0.8%	+$6.76K	0.43%	52
2024 Q2	$718K	Buy	+42,280	New	+$718K	0.4%	57