Kelly Financial Services’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,500
| Closed | -$42.5K | – | 658 |
|
|
2024
Q2 | $42.5K | Hold |
2,500
| – | – | 0.02% | 246 |
|
|
2024
Q1 | $42.9K | Hold |
2,500
| – | – | 0.02% | 240 |
|
|
2023
Q4 | $47.3K | Hold |
2,500
| – | – | 0.02% | 210 |
|
|
2023
Q3 | $41.2K | Hold |
2,500
| – | – | 0.02% | 206 |
|
|
2023
Q2 | $45K | Hold |
2,500
| – | – | 0.02% | 200 |
|
|
2023
Q1 | $45.3K | Sell |
2,500
-60
| -2% | -$1.09K | 0.02% | 194 |
|
|
2022
Q4 | $39.1K | Hold |
2,560
| – | – | 0.02% | 200 |
|
|
2022
Q3 | $32.8K | Buy |
2,560
+60
| +2% | +$769 | 0.02% | 201 |
|
|
2022
Q2 | $40.9K | Hold |
2,500
| – | – | 0.02% | 182 |
|
|
2022
Q1 | $51.4K | Hold |
2,500
| – | – | 0.02% | 174 |
|
|
2021
Q4 | $63.2K | Hold |
2,500
| – | – | 0.03% | 149 |
|
|
2021
Q3 | $55.3K | Sell |
2,500
-240,550
| -99% | -$5.32M | 0.03% | 146 |
|
|
2021
Q2 | $500K | Buy |
+243,050
| New | +$500K | 0.02% | 183 |
|