Heritage Wealth Advisors’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.34K | Hold |
90
| – | – | ﹤0.01% | 507 |
|
|
2025
Q1 | $2.29K | Sell |
90
-20
| -18% | -$508 | ﹤0.01% | 503 |
|
|
2024
Q4 | $2.33K | Buy |
110
+20
| +22% | +$423 | ﹤0.01% | 549 |
|
|
2024
Q3 | $1.74K | Buy |
+90
| New | +$1.74K | ﹤0.01% | 552 |
|
|
2020
Q1 | – | Sell |
-755
| Closed | -$10.3K | – | 567 |
|
|
2019
Q4 | $10.3K | Buy |
+755
| New | +$10.3K | ﹤0.01% | 417 |
|