Institutional & Family Asset Management’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $3.31K | Sell |
195
-445
| -70% | -$7.56K | ﹤0.01% | 540 |
|
|
2024
Q1 | $11K | Sell |
640
-10
| -2% | -$171 | ﹤0.01% | 393 |
|
|
2023
Q4 | $12.3K | Buy |
650
+40
| +7% | +$758 | ﹤0.01% | 362 |
|
|
2023
Q3 | $10.1K | Hold |
610
| – | – | ﹤0.01% | 373 |
|
|
2023
Q2 | $11K | Sell |
610
-45
| -7% | -$810 | ﹤0.01% | 373 |
|
|
2023
Q1 | $11.9K | Buy |
655
+55
| +9% | +$997 | ﹤0.01% | 356 |
|
|
2022
Q4 | $9.15K | Buy |
600
+15
| +3% | +$229 | ﹤0.01% | 386 |
|
|
2022
Q3 | $7K | Sell |
585
-25
| -4% | -$299 | ﹤0.01% | 431 |
|
|
2022
Q2 | $10K | Hold |
610
| – | – | ﹤0.01% | 392 |
|
|
2022
Q1 | $13K | Sell |
610
-90
| -13% | -$1.92K | ﹤0.01% | 410 |
|
|
2021
Q4 | $18K | Buy |
700
+60
| +9% | +$1.54K | ﹤0.01% | 384 |
|
|
2021
Q3 | $14K | Hold |
640
| – | – | ﹤0.01% | 504 |
|
|
2021
Q2 | $12K | Buy |
640
+50
| +8% | +$938 | ﹤0.01% | 564 |
|
|
2021
Q1 | $13K | Sell |
590
-5
| -0.8% | -$110 | ﹤0.01% | 537 |
|
|
2020
Q4 | $12K | Buy |
595
+95
| +19% | +$1.92K | ﹤0.01% | 507 |
|
|
2020
Q3 | $8K | Hold |
500
| – | – | ﹤0.01% | 523 |
|
|
2020
Q2 | $7K | Buy |
+500
| New | +$7K | ﹤0.01% | 538 |
|