Jackson Grant Investment Advisers’s Sony SONY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $13.1K | Hold |
505
| – | – | ﹤0.01% | 253 |
|
2025
Q1 | $12.8K | Hold |
505
| – | – | 0.01% | 249 |
|
2024
Q4 | $10.7K | Hold |
505
| – | – | ﹤0.01% | 261 |
|
2024
Q3 | $9.75K | Hold |
505
| – | – | ﹤0.01% | 264 |
|
2024
Q2 | $8.58K | Hold |
505
| – | – | ﹤0.01% | 275 |
|
2024
Q1 | $8.66K | Hold |
505
| – | – | ﹤0.01% | 267 |
|
2023
Q4 | $9.56K | Hold |
505
| – | – | ﹤0.01% | 255 |
|
2023
Q3 | $8.32K | Hold |
505
| – | – | ﹤0.01% | 262 |
|
2023
Q2 | $9.09K | Hold |
505
| – | – | ﹤0.01% | 261 |
|
2023
Q1 | $9.16K | Buy |
+505
| New | +$9.16K | ﹤0.01% | 295 |
|