Key Financial Inc’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $637K | Hold |
24,462
| – | – | 0.13% | 136 |
|
|
2025
Q1 | $621K | Hold |
24,462
| – | – | 0.14% | 133 |
|
|
2024
Q4 | $518K | Buy |
24,462
+197
| +0.8% | +$4.17K | 0.12% | 149 |
|
|
2024
Q3 | $469K | Hold |
24,265
| – | – | 0.1% | 160 |
|
|
2024
Q2 | $412K | Hold |
24,265
| – | – | 0.1% | 158 |
|
|
2024
Q1 | $416K | Sell |
24,265
-2,340
| -9% | -$40.1K | 0.11% | 155 |
|
|
2023
Q4 | $504K | Hold |
26,605
| – | – | 0.14% | 122 |
|
|
2023
Q3 | $439K | Hold |
26,605
| – | – | 0.15% | 117 |
|
|
2023
Q2 | $479K | Sell |
26,605
-220
| -0.8% | -$3.96K | 0.16% | 116 |
|
|
2023
Q1 | $486K | Buy |
26,825
+26,000
| +3,152% | +$471K | 0.18% | 105 |
|
|
2022
Q4 | $10.6K | Hold |
825
| – | – | 0.01% | 619 |
|
|
2022
Q3 | $11K | Hold |
825
| – | – | 0.01% | 616 |
|
|
2022
Q2 | $13K | Buy |
825
+520
| +170% | +$8.19K | 0.01% | 576 |
|
|
2022
Q1 | $6K | Hold |
305
| – | – | ﹤0.01% | 765 |
|
|
2021
Q4 | $8K | Hold |
305
| – | – | ﹤0.01% | 637 |
|
|
2021
Q3 | $7K | Hold |
305
| – | – | ﹤0.01% | 660 |
|
|
2021
Q2 | $6K | Hold |
305
| – | – | ﹤0.01% | 667 |
|
|
2021
Q1 | $6K | Buy |
+305
| New | +$6K | ﹤0.01% | 577 |
|