JFS Wealth Advisors’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $70.8K | Hold |
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|
2025
Q1 | $69.1K | Hold |
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|
2024
Q4 | $57.6K | Hold |
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|
2024
Q3 | $52.5K | Hold |
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|
2024
Q2 | $46.2K | Hold |
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|
2024
Q1 | $46.6K | Hold |
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|
2023
Q4 | $51.5K | Buy |
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|
2023
Q3 | $35.9K | Sell |
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|
2023
Q2 | $48K | Buy |
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|
2023
Q1 | $39.5K | Buy |
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|
2022
Q4 | $32.2K | Buy |
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|
2022
Q3 | $12K | Sell |
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|
2022
Q2 | $56K | Sell |
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|
2022
Q1 | $74K | Sell |
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|
2021
Q4 | $110K | Hold |
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|
2021
Q3 | $96K | Buy |
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|
2021
Q2 | $5K | Buy |
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