Jones Financial Companies’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Buy |
55,794
+20,177
| +57% | +$531K | ﹤0.01% | 853 |
|
|
2025
Q1 | $894K | Buy |
35,617
+5,118
| +17% | +$128K | ﹤0.01% | 903 |
|
|
2024
Q4 | $645K | Sell |
30,499
-9,281
| -23% | -$196K | ﹤0.01% | 888 |
|
|
2024
Q3 | $765K | Buy |
39,780
+18,830
| +90% | +$362K | ﹤0.01% | 682 |
|
|
2024
Q2 | $356K | Buy |
20,950
+20,705
| +8,451% | +$352K | ﹤0.01% | 653 |
|
|
2024
Q1 | $4.2K | Sell |
245
-100
| -29% | -$1.72K | ﹤0.01% | 1186 |
|
|
2023
Q4 | $6.53K | Buy |
345
+305
| +763% | +$5.78K | ﹤0.01% | 731 |
|
|
2023
Q3 | $659 | Buy |
+40
| New | +$659 | ﹤0.01% | 657 |
|