Jaffetilchin Investment Partners’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,040
| Closed | -$136K | – | 1156 |
|
|
2024
Q3 | $136K | Buy |
+7,040
| New | +$136K | 0.01% | 412 |
|
|
2022
Q1 | – | Sell |
-8,325
| Closed | -$210K | – | 378 |
|
|
2021
Q4 | $210K | Buy |
+8,325
| New | +$210K | 0.02% | 322 |
|
|
2021
Q3 | – | Sell |
-26,155
| Closed | -$529K | – | 405 |
|
|
2021
Q2 | $529K | Buy |
26,155
+6,770
| +35% | +$137K | 0.04% | 248 |
|
|
2021
Q1 | $411K | Sell |
19,385
-6,770
| -26% | -$144K | 0.05% | 225 |
|
|
2020
Q4 | $529K | Sell |
26,155
-2,180
| -8% | -$44.1K | 0.08% | 160 |
|
|
2020
Q3 | $435K | Sell |
28,335
-440
| -2% | -$6.76K | 0.08% | 150 |
|
|
2020
Q2 | $398K | Buy |
+28,775
| New | +$398K | 0.09% | 148 |
|
|
2018
Q2 | – | Sell |
-23,635
| Closed | -$228K | – | 357 |
|
|
2018
Q1 | $228K | Sell |
23,635
-40,795
| -63% | -$394K | 0.05% | 291 |
|
|
2017
Q4 | $579K | Hold |
64,430
| – | – | 0.19% | 98 |
|
|
2017
Q3 | $481K | Sell |
64,430
-5,990
| -9% | -$44.7K | 0.11% | 163 |
|
|
2017
Q2 | $538K | Sell |
70,420
-3,605
| -5% | -$27.5K | 0.18% | 97 |
|
|
2017
Q1 | $499K | Buy |
74,025
+630
| +0.9% | +$4.25K | 0.13% | 133 |
|
|
2016
Q4 | $411K | Buy |
73,395
+10,175
| +16% | +$57K | 0.12% | 141 |
|
|
2016
Q3 | $420K | Sell |
63,220
-295
| -0.5% | -$1.96K | 0.13% | 123 |
|
|
2016
Q2 | $373K | Buy |
63,515
+23,035
| +57% | +$135K | 0.11% | 141 |
|
|
2016
Q1 | $208K | Sell |
40,480
-25,960
| -39% | -$133K | 0.07% | 171 |
|
|
2015
Q4 | $327K | Sell |
66,440
-25,155
| -27% | -$124K | 0.11% | 138 |
|
|
2015
Q3 | $449K | Buy |
91,595
+11,225
| +14% | +$55K | 0.17% | 101 |
|
|
2015
Q2 | $456K | Buy |
80,370
+23,010
| +40% | +$131K | 0.14% | 130 |
|
|
2015
Q1 | $307K | Sell |
57,360
-20,865
| -27% | -$112K | 0.09% | 160 |
|
|
2014
Q4 | $320K | Buy |
+78,225
| New | +$320K | 0.11% | 156 |
|