Kestra Private Wealth Services’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $767K | Sell |
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|
2025
Q1 | $966K | Sell |
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|
2024
Q4 | $1.04M | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $620K | Sell |
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|
2024
Q1 | $639K | Sell |
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|
2023
Q4 | $722K | Buy |
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|
2023
Q3 | $570K | Buy |
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|
2023
Q2 | $528K | Sell |
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|
2023
Q1 | $558K | Buy |
|
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $221K | Sell |
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|
2021
Q4 | $297K | Sell |
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|
2021
Q3 | $262K | Sell |
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|
2021
Q2 | $334K | Sell |
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|
2021
Q1 | $424K | Buy |
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|
2020
Q4 | $253K | Sell |
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|
2020
Q3 | $211K | Buy |
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