JFS Wealth 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 | $70.8K | Hold |
2,720
| – | – | ﹤0.01% | 418 |
|
|
2025
Q1 | $69.1K | Hold |
2,720
| – | – | ﹤0.01% | 418 |
|
|
2024
Q4 | $57.6K | Hold |
2,720
| – | – | ﹤0.01% | 436 |
|
|
2024
Q3 | $52.5K | Hold |
2,720
| – | – | ﹤0.01% | 461 |
|
|
2024
Q2 | $46.2K | Hold |
2,720
| – | – | ﹤0.01% | 430 |
|
|
2024
Q1 | $46.6K | Hold |
2,720
| – | – | ﹤0.01% | 436 |
|
|
2023
Q4 | $51.5K | Buy |
2,720
+540
| +25% | +$10.2K | ﹤0.01% | 398 |
|
|
2023
Q3 | $35.9K | Sell |
2,180
-485
| -18% | -$7.99K | ﹤0.01% | 418 |
|
|
2023
Q2 | $48K | Buy |
2,665
+485
| +22% | +$8.73K | ﹤0.01% | 375 |
|
|
2023
Q1 | $39.5K | Buy |
2,180
+70
| +3% | +$1.27K | ﹤0.01% | 404 |
|
|
2022
Q4 | $32.2K | Buy |
2,110
+1,135
| +116% | +$17.3K | ﹤0.01% | 435 |
|
|
2022
Q3 | $12K | Sell |
975
-2,465
| -72% | -$30.3K | ﹤0.01% | 686 |
|
|
2022
Q2 | $56K | Sell |
3,440
-145
| -4% | -$2.36K | 0.01% | 376 |
|
|
2022
Q1 | $74K | Sell |
3,585
-750
| -17% | -$15.5K | 0.01% | 345 |
|
|
2021
Q4 | $110K | Hold |
4,335
| – | – | 0.01% | 292 |
|
|
2021
Q3 | $96K | Buy |
4,335
+4,085
| +1,634% | +$90.5K | 0.01% | 318 |
|
|
2021
Q2 | $5K | Buy |
+250
| New | +$5K | ﹤0.01% | 497 |
|