Kovitz Investment Group Partners’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $911K | Buy |
35,003
+554
| +2% | +$14.4K | ﹤0.01% | 821 |
|
|
2025
Q1 | $875K | Sell |
34,449
-34,422
| -50% | -$874K | ﹤0.01% | 767 |
|
|
2024
Q4 | $1.46M | Sell |
68,871
-1,514
| -2% | -$32.1K | 0.01% | 628 |
|
|
2024
Q3 | $1.24M | Buy |
70,385
+1,600
| +2% | +$28.1K | 0.01% | 575 |
|
|
2024
Q2 | $1.17M | Buy |
68,785
+4,210
| +7% | +$71.6K | 0.01% | 504 |
|
|
2024
Q1 | $1.11M | Buy |
+64,575
| New | +$1.11M | 0.01% | 389 |
|
|
2023
Q2 | – | Sell |
-15,310
| Closed | -$278K | – | 433 |
|
|
2023
Q1 | $278K | Buy |
+15,310
| New | +$278K | ﹤0.01% | 375 |
|