Jacobi Capital Management’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $263K | Buy |
10,110
+360
| +4% | +$9.37K | 0.02% | 529 |
|
|
2025
Q1 | $248K | Hold |
9,750
| – | – | 0.02% | 518 |
|
|
2024
Q4 | $206K | Buy |
+9,750
| New | +$206K | 0.02% | 553 |
|
|
2022
Q2 | – | Sell |
-9,750
| Closed | -$200K | – | 429 |
|
|
2022
Q1 | $200K | Hold |
9,750
| – | – | 0.02% | 409 |
|
|
2021
Q4 | $246K | Hold |
9,750
| – | – | 0.03% | 379 |
|
|
2021
Q3 | $216K | Buy |
+9,750
| New | +$216K | 0.03% | 385 |
|