Kestra Advisory Services’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.21M | Sell |
154,897
-23,516
| -13% | -$527K | 0.01% | 1023 |
|
|
2025
Q4 | $4.57M | Buy |
178,413
+3,613
| +2% | +$101K | 0.02% | 785 |
|
|
2025
Q3 | $5.03M | Sell |
174,800
-2,639
| -1% | -$71K | 0.02% | 679 |
|
|
2025
Q2 | $4.62M | Buy |
177,439
+3,294
| +2% | +$82.4K | 0.02% | 673 |
|
|
2025
Q1 | $4.42M | Sell |
174,145
-8,610
| -5% | -$199K | 0.02% | 625 |
|
|
2024
Q4 | $3.87M | Sell |
182,755
-1,675
| -0.9% | -$32.6K | 0.02% | 679 |
|
|
2024
Q3 | $3.56M | Sell |
184,430
-8,830
| -5% | -$161K | 0.02% | 699 |
|
|
2024
Q2 | $3.26M | Buy |
193,260
+130
| +0.1% | +$2.15K | 0.02% | 748 |
|
|
2024
Q1 | $3.31M | Buy |
193,130
+4,395
| +2% | +$80.8K | 0.02% | 671 |
|
|
2023
Q4 | $3.57M | Buy |
188,735
+10,750
| +6% | +$186K | 0.03% | 567 |
|
|
2023
Q3 | $2.93M | Buy |
177,985
+8,005
| +5% | +$140K | 0.03% | 556 |
|
|
2023
Q2 | $3.06M | Sell |
169,980
-16,140
| -9% | -$303K | 0.03% | 538 |
|
|
2023
Q1 | $3.37M | Sell |
186,120
-33,040
| -15% | -$573K | 0.04% | 470 |
|
|
2022
Q4 | $3.34M | Sell |
219,160
-16,165
| -7% | -$241K | 0.03% | 557 |
|
|
2022
Q3 | $3.02M | Sell |
235,325
-805
| -0.3% | -$12.9K | 0.03% | 521 |
|
|
2022
Q2 | $3.86M | Buy |
236,130
+9,630
| +4% | +$171K | 0.04% | 433 |
|
|
2022
Q1 | $4.65M | Buy |
226,500
+11,930
| +6% | +$259K | 0.05% | 390 |
|
|
2021
Q4 | $5.42M | Buy |
214,570
+10,065
| +5% | +$240K | 0.05% | 345 |
|
|
2021
Q3 | $4.52M | Buy |
204,505
+41,645
| +26% | +$872K | 0.05% | 426 |
|
|
2021
Q2 | $3.17M | Buy |
162,860
+8,385
| +5% | +$170K | 0.04% | 501 |
|
|
2021
Q1 | $3.27M | Buy |
154,475
+43,045
| +39% | +$909K | 0.04% | 442 |
|
|
2020
Q4 | $2.25M | Buy |
111,430
+35,345
| +46% | +$615K | 0.03% | 561 |
|
|
2020
Q3 | $1.34M | Buy |
+76,085
| New | +$1.18M | 0.03% | 542 |
|
Other funds holding SONY
MIP
