KCS Wealth Advisory’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $731K | Buy |
44,370
+2,685
| +6% | +$44.3K | 0.31% | 79 |
|
|
2023
Q2 | $751K | Buy |
41,685
+205
| +0.5% | +$3.69K | 0.26% | 89 |
|
|
2023
Q1 | $752K | Buy |
41,480
+220
| +0.5% | +$3.99K | 0.28% | 85 |
|
|
2022
Q4 | $629K | Buy |
41,260
+645
| +2% | +$9.84K | 0.26% | 88 |
|
|
2022
Q3 | $520K | Buy |
40,615
+15,435
| +61% | +$198K | 0.24% | 98 |
|
|
2022
Q2 | $412K | Buy |
25,180
+9,725
| +63% | +$159K | 0.18% | 110 |
|
|
2022
Q1 | $317K | Sell |
15,455
-115
| -0.7% | -$2.36K | 0.15% | 127 |
|
|
2021
Q4 | $394K | Hold |
15,570
| – | – | 0.16% | 126 |
|
|
2021
Q3 | $344K | Sell |
15,570
-490
| -3% | -$10.8K | 0.16% | 114 |
|
|
2021
Q2 | $312K | Sell |
16,060
-965
| -6% | -$18.7K | 0.15% | 130 |
|
|
2021
Q1 | $361K | Buy |
17,025
+1,130
| +7% | +$24K | 0.19% | 119 |
|
|
2020
Q4 | $321K | Buy |
15,895
+1,085
| +7% | +$21.9K | 0.21% | 119 |
|
|
2020
Q3 | $227K | Sell |
14,810
-3,350
| -18% | -$51.3K | 0.18% | 126 |
|
|
2020
Q2 | $251K | Sell |
18,160
-115
| -0.6% | -$1.59K | 0.21% | 126 |
|
|
2020
Q1 | $216K | Sell |
18,275
-1,570
| -8% | -$18.6K | 0.22% | 124 |
|
|
2019
Q4 | $270K | Sell |
19,845
-1,085
| -5% | -$14.8K | 0.2% | 130 |
|
|
2019
Q3 | $248K | Sell |
20,930
-285
| -1% | -$3.37K | 0.17% | 136 |
|
|
2019
Q2 | $222K | Buy |
+21,215
| New | +$222K | 0.18% | 143 |
|
|
2018
Q4 | – | Sell |
-20,085
| Closed | -$244K | – | 161 |
|
|
2018
Q3 | $244K | Sell |
20,085
-855
| -4% | -$10.4K | 0.23% | 133 |
|
|
2018
Q2 | $215K | Sell |
20,940
-2,310
| -10% | -$23.7K | 0.2% | 143 |
|
|
2018
Q1 | $225K | Sell |
23,250
-1,125
| -5% | -$10.9K | 0.2% | 146 |
|
|
2017
Q4 | $219K | Buy |
+24,375
| New | +$219K | 0.21% | 151 |
|