Householder Group Estate & Retirement Specialist’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $61K | Sell |
2,901
-354
| -11% | -$7.44K | 0.05% | 195 |
|
|
2024
Q3 | $62K | Buy |
3,255
+355
| +12% | +$6.76K | 0.02% | 448 |
|
|
2024
Q2 | $49K | Hold |
2,900
| – | – | 0.01% | 481 |
|
|
2024
Q1 | $49.7K | Sell |
2,900
-2,360
| -45% | -$40.5K | 0.01% | 471 |
|
|
2023
Q4 | $99K | Sell |
5,260
-295
| -5% | -$5.55K | 0.03% | 337 |
|
|
2023
Q3 | $91.6K | Buy |
+5,555
| New | +$91.6K | 0.03% | 333 |
|
|
2023
Q1 | $101K | Buy |
+5,555
| New | +$101K | 0.04% | 305 |
|
|
2022
Q4 | – | Sell |
-5,480
| Closed | -$70K | – | 1007 |
|
|
2022
Q3 | $70K | Buy |
+5,480
| New | +$70K | 0.03% | 329 |
|