Independent Advisor Alliance’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $377K | Buy |
14,469
+2,398
| +20% | +$62.4K | 0.01% | 667 |
|
|
2025
Q1 | $306K | Buy |
12,071
+1,286
| +12% | +$32.7K | 0.01% | 654 |
|
|
2024
Q4 | $228K | Buy |
+10,785
| New | +$228K | ﹤0.01% | 1246 |
|
|
2024
Q3 | – | Sell |
-13,515
| Closed | -$230K | – | 753 |
|
|
2024
Q2 | $230K | Sell |
13,515
-18,895
| -58% | -$321K | 0.01% | 640 |
|
|
2024
Q1 | $556K | Sell |
32,410
-2,290
| -7% | -$39.3K | 0.02% | 430 |
|
|
2023
Q4 | $657K | Sell |
34,700
-3,230
| -9% | -$61.2K | 0.02% | 379 |
|
|
2023
Q3 | $625K | Sell |
37,930
-6,490
| -15% | -$107K | 0.03% | 370 |
|
|
2023
Q2 | $800K | Sell |
44,420
-10
| -0% | -$180 | 0.04% | 335 |
|
|
2023
Q1 | $805K | Buy |
+44,430
| New | +$805K | 0.04% | 322 |
|
|
2022
Q4 | – | Sell |
-87,530
| Closed | -$1.12M | – | 606 |
|
|
2022
Q3 | $1.12M | Sell |
87,530
-3,045
| -3% | -$39K | 0.07% | 247 |
|
|
2022
Q2 | $1.48M | Sell |
90,575
-10,350
| -10% | -$169K | 0.08% | 202 |
|
|
2022
Q1 | $2.07M | Buy |
+100,925
| New | +$2.07M | 0.1% | 180 |
|