IFP 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 | $162K | Sell |
6,207
-159
| -2% | -$4.14K | ﹤0.01% | 1374 |
|
|
2025
Q1 | $162K | Buy |
6,366
+75
| +1% | +$1.9K | 0.01% | 1274 |
|
|
2024
Q4 | $133K | Buy |
6,291
+4,656
| +285% | +$98.5K | ﹤0.01% | 1324 |
|
|
2024
Q3 | $31.6K | Sell |
1,635
-80
| -5% | -$1.55K | ﹤0.01% | 1942 |
|
|
2024
Q2 | $29.1K | Sell |
1,715
-2,235
| -57% | -$38K | ﹤0.01% | 1905 |
|
|
2024
Q1 | $67.7K | Buy |
3,950
+280
| +8% | +$4.8K | ﹤0.01% | 1467 |
|
|
2023
Q4 | $69.5K | Sell |
3,670
-1,690
| -32% | -$32K | ﹤0.01% | 1404 |
|
|
2023
Q3 | $88.4K | Sell |
5,360
-2,845
| -35% | -$46.9K | ﹤0.01% | 1316 |
|
|
2023
Q2 | $148K | Buy |
8,205
+2,095
| +34% | +$37.7K | 0.01% | 1160 |
|
|
2023
Q1 | $58.3K | Sell |
6,110
-7,795
| -56% | -$74.3K | ﹤0.01% | 1502 |
|
|
2022
Q4 | $150K | Sell |
13,905
-4,845
| -26% | -$52.3K | ﹤0.01% | 1508 |
|
|
2022
Q3 | $295K | Buy |
18,750
+895
| +5% | +$14.1K | 0.01% | 1207 |
|
|
2022
Q2 | $285K | Hold |
17,855
| – | – | 0.01% | 1102 |
|
|
2022
Q1 | $285K | Buy |
17,855
+10,250
| +135% | +$164K | 0.01% | 1102 |
|
|
2021
Q4 | $206K | Buy |
7,605
+380
| +5% | +$10.3K | ﹤0.01% | 921 |
|
|
2021
Q3 | $173K | Buy |
7,225
+2,365
| +49% | +$56.6K | ﹤0.01% | 997 |
|
|
2021
Q2 | $99K | Buy |
4,860
+2,870
| +144% | +$58.5K | ﹤0.01% | 1250 |
|
|
2021
Q1 | $42K | Buy |
1,990
+1,385
| +229% | +$29.2K | ﹤0.01% | 1539 |
|
|
2020
Q4 | $12K | Sell |
605
-310
| -34% | -$6.15K | ﹤0.01% | 2002 |
|
|
2020
Q3 | $15K | Hold |
915
| – | – | ﹤0.01% | 1759 |
|
|
2020
Q2 | $12K | Sell |
915
-2,030
| -69% | -$26.6K | ﹤0.01% | 1751 |
|
|
2020
Q1 | $35K | Sell |
2,945
-7,315
| -71% | -$86.9K | ﹤0.01% | 1272 |
|
|
2019
Q4 | $141K | Buy |
10,260
+5,890
| +135% | +$80.9K | 0.01% | 777 |
|
|
2019
Q3 | $52K | Buy |
+4,370
| New | +$52K | ﹤0.01% | 1357 |
|
|
2019
Q1 | $73K | Sell |
8,420
-12,280
| -59% | -$106K | 0.01% | 812 |
|
|
2018
Q4 | $199K | Sell |
20,700
-14,085
| -40% | -$135K | 0.01% | 866 |
|
|
2018
Q3 | $422K | Buy |
34,785
+14,210
| +69% | +$172K | 0.02% | 744 |
|
|
2018
Q2 | $211K | Sell |
20,575
-5,730
| -22% | -$58.8K | 0.01% | 1031 |
|
|
2018
Q1 | $236K | Buy |
26,305
+7,500
| +40% | +$67.3K | 0.01% | 916 |
|
|
2017
Q4 | $169K | Buy |
18,805
+5,565
| +42% | +$50K | 0.01% | 1066 |
|
|
2017
Q3 | $99K | Buy |
13,240
+4,250
| +47% | +$31.8K | ﹤0.01% | 1560 |
|
|
2017
Q2 | $69K | Buy |
8,990
+500
| +6% | +$3.84K | ﹤0.01% | 1743 |
|
|
2017
Q1 | $57K | Buy |
8,490
+1,000
| +13% | +$6.71K | ﹤0.01% | 1834 |
|
|
2016
Q4 | $42K | Buy |
7,490
+505
| +7% | +$2.83K | ﹤0.01% | 1987 |
|
|
2016
Q3 | $46K | Sell |
6,985
-170
| -2% | -$1.12K | ﹤0.01% | 1862 |
|
|
2016
Q2 | $42K | Sell |
7,155
-1,265
| -15% | -$7.43K | ﹤0.01% | 1874 |
|
|
2016
Q1 | $73K | Buy |
8,420
+2,195
| +35% | +$19K | 0.01% | 812 |
|
|
2015
Q4 | $31K | Buy |
+6,225
| New | +$31K | ﹤0.01% | 1884 |
|