Kestra Private Wealth 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 | $767K | Sell |
29,461
-8,599
| -23% | -$224K | 0.01% | 840 |
|
|
2025
Q1 | $966K | Sell |
38,060
-11,130
| -23% | -$283K | 0.02% | 692 |
|
|
2024
Q4 | $1.04M | Buy |
+49,190
| New | +$1.04M | 0.02% | 634 |
|
|
2024
Q3 | – | Sell |
-36,520
| Closed | -$620K | – | 1451 |
|
|
2024
Q2 | $620K | Sell |
36,520
-750
| -2% | -$12.7K | 0.01% | 745 |
|
|
2024
Q1 | $639K | Sell |
37,270
-845
| -2% | -$14.5K | 0.01% | 704 |
|
|
2023
Q4 | $722K | Buy |
38,115
+3,515
| +10% | +$66.6K | 0.02% | 612 |
|
|
2023
Q3 | $570K | Buy |
34,600
+5,265
| +18% | +$86.8K | 0.02% | 623 |
|
|
2023
Q2 | $528K | Sell |
29,335
-1,440
| -5% | -$25.9K | 0.02% | 614 |
|
|
2023
Q1 | $558K | Buy |
+30,775
| New | +$558K | 0.02% | 568 |
|
|
2022
Q2 | – | Sell |
-10,755
| Closed | -$221K | – | 1004 |
|
|
2022
Q1 | $221K | Sell |
10,755
-985
| -8% | -$20.2K | 0.01% | 855 |
|
|
2021
Q4 | $297K | Sell |
11,740
-115
| -1% | -$2.91K | 0.01% | 767 |
|
|
2021
Q3 | $262K | Sell |
11,855
-5,335
| -31% | -$118K | 0.01% | 760 |
|
|
2021
Q2 | $334K | Sell |
17,190
-2,790
| -14% | -$54.2K | 0.02% | 637 |
|
|
2021
Q1 | $424K | Buy |
19,980
+7,415
| +59% | +$157K | 0.03% | 495 |
|
|
2020
Q4 | $253K | Sell |
12,565
-1,160
| -8% | -$23.4K | 0.02% | 601 |
|
|
2020
Q3 | $211K | Buy |
+13,725
| New | +$211K | 0.02% | 585 |
|