Kestra Advisory Services’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.62M | Buy |
177,439
+3,294
| +2% | +$85.7K | 0.02% | 672 |
|
|
2025
Q1 | $4.42M | Sell |
174,145
-8,610
| -5% | -$219K | 0.02% | 625 |
|
|
2024
Q4 | $3.87M | Sell |
182,755
-1,675
| -0.9% | -$35.4K | 0.02% | 679 |
|
|
2024
Q3 | $3.56M | Sell |
184,430
-8,830
| -5% | -$171K | 0.02% | 698 |
|
|
2024
Q2 | $3.26M | Buy |
193,260
+130
| +0.1% | +$2.19K | 0.02% | 747 |
|
|
2024
Q1 | $3.31M | Buy |
193,130
+4,395
| +2% | +$75.4K | 0.02% | 671 |
|
|
2023
Q4 | $3.57M | Buy |
188,735
+10,750
| +6% | +$204K | 0.03% | 567 |
|
|
2023
Q3 | $2.93M | Buy |
177,985
+8,005
| +5% | +$132K | 0.03% | 556 |
|
|
2023
Q2 | $3.06M | Sell |
169,980
-16,140
| -9% | -$291K | 0.03% | 538 |
|
|
2023
Q1 | $3.37M | Sell |
186,120
-33,040
| -15% | -$599K | 0.04% | 470 |
|
|
2022
Q4 | $3.34M | Sell |
219,160
-16,165
| -7% | -$247K | 0.03% | 557 |
|
|
2022
Q3 | $3.02M | Sell |
235,325
-805
| -0.3% | -$10.3K | 0.03% | 521 |
|
|
2022
Q2 | $3.86M | Buy |
236,130
+9,630
| +4% | +$158K | 0.04% | 433 |
|
|
2022
Q1 | $4.65M | Buy |
226,500
+11,930
| +6% | +$245K | 0.05% | 390 |
|
|
2021
Q4 | $5.42M | Buy |
214,570
+10,065
| +5% | +$254K | 0.05% | 345 |
|
|
2021
Q3 | $4.52M | Buy |
204,505
+41,645
| +26% | +$921K | 0.05% | 426 |
|
|
2021
Q2 | $3.17M | Buy |
162,860
+8,385
| +5% | +$163K | 0.04% | 501 |
|
|
2021
Q1 | $3.28M | Buy |
154,475
+43,045
| +39% | +$913K | 0.04% | 442 |
|
|
2020
Q4 | $2.25M | Buy |
111,430
+35,345
| +46% | +$712K | 0.03% | 561 |
|
|
2020
Q3 | $1.34M | Buy |
+76,085
| New | +$1.34M | 0.03% | 542 |
|