Journey Strategic Wealth’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $366K | Sell |
14,053
-6,270
| -31% | -$163K | 0.01% | 370 |
|
|
2025
Q1 | $516K | Sell |
20,323
-9,224
| -31% | -$234K | 0.02% | 225 |
|
|
2024
Q4 | $625K | Buy |
29,547
+867
| +3% | +$18.3K | 0.02% | 181 |
|
|
2024
Q3 | $554K | Buy |
28,680
+3,080
| +12% | +$59.5K | 0.02% | 203 |
|
|
2024
Q2 | $435K | Buy |
25,600
+7,955
| +45% | +$135K | 0.02% | 185 |
|
|
2024
Q1 | $303K | Sell |
17,645
-2,015
| -10% | -$34.6K | 0.01% | 186 |
|
|
2023
Q4 | $372K | Buy |
+19,660
| New | +$372K | 0.02% | 115 |
|