HighPoint Advisor Group’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $346K | Buy |
13,303
+1,824
| +16% | +$47.5K | 0.02% | 472 |
|
|
2025
Q1 | $296K | Sell |
11,479
-1,804
| -14% | -$46.5K | 0.02% | 496 |
|
|
2024
Q4 | $297K | Sell |
13,283
-46,762
| -78% | -$1.05M | 0.02% | 514 |
|
|
2024
Q3 | $213K | Buy |
+60,045
| New | +$213K | 0.01% | 598 |
|
|
2024
Q2 | – | Sell |
-13,770
| Closed | -$210K | – | 636 |
|
|
2024
Q1 | $210K | Buy |
13,770
+735
| +6% | +$11.2K | 0.01% | 586 |
|
|
2023
Q4 | $224K | Buy |
+13,035
| New | +$224K | 0.02% | 555 |
|