Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$113K Sell
5,441
-1,653
-23% -$37K ﹤0.01% 1037
2025
Q4
$182K Sell
7,094
-964
-12% -$27.1K ﹤0.01% 787
2025
Q3
$232K Buy
8,058
+771
+11% +$20.7K ﹤0.01% 724
2025
Q2
$190K Buy
7,287
+1,930
+36% +$48.3K ﹤0.01% 762
2025
Q1
$136K Sell
5,357
-2,045
-28% -$47.3K ﹤0.01% 818
2024
Q4
$157K Buy
7,402
+2,362
+47% +$46K ﹤0.01% 791
2024
Q3
$97.3K Buy
5,040
+1,475
+41% +$26.9K ﹤0.01% 919
2024
Q2
$60.6K Sell
3,565
-755
-17% -$12.5K ﹤0.01% 1038
2024
Q1
$74.1K Buy
4,320
+745
+21% +$13.7K ﹤0.01% 978
2023
Q4
$67.7K Sell
3,575
-430
-11% -$7.46K ﹤0.01% 968
2023
Q3
$66K Buy
4,005
+570
+17% +$9.95K ﹤0.01% 953
2023
Q2
$61.9K Buy
3,435
+1,100
+47% +$20.6K ﹤0.01% 970
2023
Q1
$42.3K Sell
2,335
-1,475
-39% -$25.6K ﹤0.01% 1066
2022
Q4
$58.1K Buy
3,810
+1,375
+56% +$20.5K ﹤0.01% 946
2022
Q3
$31K Sell
2,435
-355
-13% -$5.69K ﹤0.01% 1132
2022
Q2
$46K Sell
2,790
-1,720
-38% -$30.5K ﹤0.01% 1030
2022
Q1
$93K Sell
4,510
-290
-6% -$6.3K ﹤0.01% 867
2021
Q4
$121K Buy
4,800
+990
+26% +$23.6K ﹤0.01% 801
2021
Q3
$84K Buy
3,810
+170
+5% +$3.56K ﹤0.01% 816
2021
Q2
$71K Buy
3,640
+255
+8% +$5.17K ﹤0.01% 841
2021
Q1
$72K Sell
3,385
-15
-0.4% -$317 ﹤0.01% 740
2020
Q4
$69K Sell
3,400
-6,845
-67% -$119K ﹤0.01% 733
2020
Q3
$157K Buy
10,245
+1,135
+12% +$17.7K ﹤0.01% 523
2020
Q2
$126K Buy
9,110
+1,105
+14% +$14.4K ﹤0.01% 572
2020
Q1
$95K Hold
8,005
﹤0.01% 610
2019
Q4
$109K Buy
8,005
+7,130
+815% +$88.9K ﹤0.01% 683
2019
Q3
$10K Hold
875
﹤0.01% 1285
2019
Q2
$9K Buy
875
+5
+0.6% +$49 ﹤0.01% 1334
2019
Q1
$7K Sell
870
-5
-0.6% -$47 ﹤0.01% 1340
2018
Q4
$8K Sell
875
-610
-41% -$6.45K ﹤0.01% 1345
2018
Q3
$18K Buy
1,485
+1,250
+532% +$13.8K ﹤0.01% 1259
2018
Q2
$2K Sell
235
-3,425
-94% -$33.3K ﹤0.01% 1530
2018
Q1
$35K Buy
3,660
+1,340
+58% +$13.2K ﹤0.01% 1068
2017
Q4
$21K Buy
+2,320
New +$19.9K ﹤0.01% 1209
2017
Q1
Sell
-3,690
Closed -$21K 1455
2016
Q4
$21K Hold
3,690
﹤0.01% 1112
2016
Q3
$25K Sell
3,690
-6,175
-63% -$39.6K ﹤0.01% 1083
2016
Q2
$58K Sell
9,865
-7,890
-44% -$42.3K ﹤0.01% 884
2016
Q1
$95K Buy
17,755
+3,880
+28% +$17.8K ﹤0.01% 936
2015
Q4
$68K Sell
13,875
-870
-6% -$4.61K ﹤0.01% 934
2015
Q3
$72K Sell
14,745
-2,670
-15% -$14.2K ﹤0.01% 949
2015
Q2
$99K Sell
17,415
-340
-2% -$2.08K ﹤0.01% 926
2015
Q1
$95K Sell
17,755
-1,020
-5% -$5.15K ﹤0.01% 939
2014
Q4
$77K Buy
+18,775
New +$74K ﹤0.01% 991

Other funds holding SONY