HHM 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 | $261 | Hold |
10
| – | – | ﹤0.01% | 838 |
|
|
2025
Q1 | $254 | Hold |
10
| – | – | ﹤0.01% | 892 |
|
|
2024
Q4 | $212 | Hold |
10
| – | – | ﹤0.01% | 966 |
|
|
2024
Q3 | $194 | Hold |
10
| – | – | ﹤0.01% | 758 |
|
|
2024
Q2 | $170 | Sell |
10
-1,015
| -99% | -$17.3K | ﹤0.01% | 767 |
|
|
2024
Q1 | $17.6K | Hold |
1,025
| – | – | ﹤0.01% | 436 |
|
|
2023
Q4 | $19.4K | Hold |
1,025
| – | – | ﹤0.01% | 409 |
|
|
2023
Q3 | $16.9K | Buy |
1,025
+10
| +1% | +$165 | ﹤0.01% | 429 |
|
|
2023
Q2 | $18.3K | Sell |
1,015
-475
| -32% | -$8.55K | ﹤0.01% | 429 |
|
|
2023
Q1 | $27K | Hold |
1,490
| – | – | 0.01% | 370 |
|
|
2022
Q4 | $22.7K | Buy |
1,490
+215
| +17% | +$3.28K | 0.01% | 344 |
|
|
2022
Q3 | $16K | Hold |
1,275
| – | – | ﹤0.01% | 379 |
|
|
2022
Q2 | $21K | Buy |
+1,275
| New | +$21K | 0.01% | 422 |
|