J.W. Cole 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 | $237K | Buy |
+9,117
| New | +$237K | 0.01% | 1266 |
|
|
2022
Q1 | – | Sell |
-11,650
| Closed | -$294K | – | 862 |
|
|
2021
Q4 | $294K | Buy |
+11,650
| New | +$294K | 0.02% | 658 |
|
|
2020
Q4 | – | Sell |
-15,770
| Closed | -$242K | – | 850 |
|
|
2020
Q3 | $242K | Buy |
+15,770
| New | +$242K | 0.02% | 612 |
|