Johnson Financial Group Inc (Wisconsin)’s Sony SONY Stock Holding History

Johnson Financial Group Inc (Wisconsin)’s Portfolio SONY Stock Details SONY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-5,265	Closed	-$152K	–	1093
2025 Q3	$152K	Buy	+5,265	New	+$142K	0.01%	395
2024 Q2	–	Sell	-140	Closed	-$2.4K	–	953
2024 Q1	$2.4K	Buy	140 +30	+27%	+$551	﹤0.01%	627
2023 Q4	$2.08K	Buy	+110	New	+$1.91K	﹤0.01%	752
2023 Q2	–	Sell	-15,550	Closed	-$282K	–	697
2023 Q1	$282K	Buy	+15,550	New	+$269K	0.02%	234
2022 Q3	–	Sell	-12,305	Closed	-$201K	–	764
2022 Q2	$201K	Buy	12,305 +1,035	+9%	+$18.3K	0.01%	245
2022 Q1	$232K	Sell	11,270 -1,390	-11%	-$30.2K	0.02%	257
2021 Q4	$320K	Buy	+12,660	New	+$301K	0.02%	228
2019 Q4	–	Sell	-695	Closed	-$8K	–	577
2019 Q3	$8K	Buy	695 +665	+2,217%	+$7.51K	﹤0.01%	457
2019 Q2	$0	Hold	30	–	–	﹤0.01%	566
2019 Q1	$0	Hold	30	–	–	﹤0.01%	552
2018 Q4	$0	Sell	30 -3,500	-99%	-$37K	﹤0.01%	550
2018 Q3	$43K	Hold	3,530	–	–	﹤0.01%	326
2018 Q2	$36K	Hold	3,530	–	–	﹤0.01%	359
2018 Q1	$34K	Hold	3,530	–	–	﹤0.01%	370
2017 Q4	$32K	Hold	3,530	–	–	﹤0.01%	399
2017 Q3	$26K	Hold	3,530	–	–	﹤0.01%	390
2017 Q2	$27K	Buy	3,530 +3,500	+11,667%	+$24.8K	﹤0.01%	411
2017 Q1	$0	Hold	30	–	–	﹤0.01%	677
2016 Q4	$0	Hold	30	–	–	﹤0.01%	711
2016 Q3	$0	Hold	30	–	–	﹤0.01%	739
2016 Q2	$0	Hold	30	–	–	﹤0.01%	793
2016 Q1	$0	Sell	30 -4,440	-99%	-$20.4K	﹤0.01%	771
2015 Q4	$22K	Hold	4,470	–	–	﹤0.01%	520
2015 Q3	$22K	Hold	4,470	–	–	﹤0.01%	566
2015 Q2	$25K	Hold	4,470	–	–	0.01%	576
2015 Q1	$24K	Hold	4,470	–	–	0.01%	590
2014 Q4	$18K	Hold	4,470	–	–	﹤0.01%	593
2014 Q3	$16K	Buy	4,470 +4,440	+14,800%	+$16K	﹤0.01%	568
2014 Q2	$0	Hold	30	–	–	﹤0.01%	720
2014 Q1	$0	Hold	30	–	–	﹤0.01%	723
2013 Q4	$0	Hold	30	–	–	﹤0.01%	727
2013 Q3	$0	Hold	30	–	–	﹤0.01%	710
2013 Q2	$0	Buy	+30	New	+$113	﹤0.01%	693