Keel Point’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $977K | Buy |
37,537
+12,192
| +48% | +$317K | 0.06% | 176 |
|
|
2025
Q1 | $644K | Sell |
25,345
-2,830
| -10% | -$71.9K | 0.05% | 202 |
|
|
2024
Q4 | $596K | Buy |
28,175
+260
| +0.9% | +$5.5K | 0.05% | 203 |
|
|
2024
Q3 | $539K | Buy |
27,915
+265
| +1% | +$5.12K | 0.04% | 224 |
|
|
2024
Q2 | $493K | Buy |
27,650
+1,695
| +7% | +$30.2K | 0.04% | 229 |
|
|
2024
Q1 | $445K | Buy |
25,955
+780
| +3% | +$13.4K | 0.05% | 225 |
|
|
2023
Q4 | $477K | Buy |
25,175
+4,330
| +21% | +$82K | 0.06% | 186 |
|
|
2023
Q3 | $344K | Sell |
20,845
-195
| -0.9% | -$3.21K | 0.05% | 215 |
|
|
2023
Q2 | $379K | Sell |
21,040
-690
| -3% | -$12.4K | 0.05% | 205 |
|
|
2023
Q1 | $394K | Sell |
21,730
-1,070
| -5% | -$19.4K | 0.06% | 192 |
|
|
2022
Q4 | $348K | Buy |
22,800
+1,060
| +5% | +$16.2K | 0.05% | 196 |
|
|
2022
Q3 | $278K | Sell |
21,740
-945
| -4% | -$12.1K | 0.05% | 188 |
|
|
2022
Q2 | $387K | Sell |
22,685
-1,230
| -5% | -$21K | 0.06% | 172 |
|
|
2022
Q1 | $491K | Buy |
23,915
+5,375
| +29% | +$110K | 0.07% | 149 |
|
|
2021
Q4 | $469K | Sell |
18,540
-175
| -0.9% | -$4.43K | 0.05% | 152 |
|
|
2021
Q3 | $414K | Buy |
18,715
+350
| +2% | +$7.74K | 0.05% | 160 |
|
|
2021
Q2 | $357K | Buy |
18,365
+280
| +2% | +$5.44K | 0.04% | 177 |
|
|
2021
Q1 | $383K | Buy |
+18,085
| New | +$383K | 0.04% | 172 |
|