Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-329,706
Closed -$5.79M 2361
2025
Q4
$5.79M Sell
329,706
-151,894
-32% -$2.65M 0.07% 341
2025
Q3
$7.61M Sell
481,600
-69,931
-13% -$897K 0.09% 283
2025
Q2
$5.96M Buy
551,531
+368,282
+201% +$3.58M 0.07% 366
2025
Q1
$1.96M Buy
+183,249
New +$2.41M 0.03% 583
2024
Q4
Sell
-175,644
Closed -$2.16M 1983
2024
Q3
$2.16M Buy
175,644
+70,317
+67% +$893K 0.04% 489
2024
Q2
$1.55M Buy
+105,327
New +$1.75M 0.03% 649
2023
Q4
Sell
-223,905
Closed -$2.89M 2212
2023
Q3
$2.89M Buy
223,905
+202,691
+955% +$3.01M 0.11% 248
2023
Q2
$346K Buy
+21,214
New +$376K 0.01% 1232
2022
Q3
Sell
-13,257
Closed -$239K 1938
2022
Q2
$239K Buy
+13,257
New +$297K 0.01% 1188
2021
Q2
Sell
-57,385
Closed -$2.15M 1364
2021
Q1
$2.15M Buy
57,385
+5,788
+11% +$195K 0.2% 71
2020
Q4
$1.21M Buy
+51,597
New +$962K 0.21% 117

Other funds holding SONO