Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Sony SONY Stock Holding History

Kovitz Investment Group Partners’s Portfolio SONY Stock Details SONY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-35,757
Closed -$1.03M – 1195
2025
Q3 		$1.03M Buy
35,757
+754
+2% +$20.3K ﹤0.01% 840
2025
Q2 		$911K Buy
35,003
+554
+2% +$13.9K ﹤0.01% 822
2025
Q1 		$875K Sell
34,449
-34,422
-50% -$795K ﹤0.01% 771
2024
Q4 		$1.46M Sell
68,871
-1,514
-2% -$29.5K 0.01% 629
2024
Q3 		$1.24M Buy
70,385
+1,600
+2% +$29.2K 0.01% 577
2024
Q2 		$1.17M Buy
68,785
+4,210
+7% +$69.6K 0.01% 506
2024
Q1 		$1.11M Buy
+64,575
New +$1.19M 0.01% 391
2023
Q2 		– Sell
-15,310
Closed -$278K – 438
2023
Q1 		$278K Buy
+15,310
New +$265K ﹤0.01% 377

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