Lake Street Advisors Group’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1M | Buy |
47,479
+6,554
| +16% | +$139K | 0.05% | 226 |
|
|
2024
Q3 | $790K | Sell |
40,925
-15,335
| -27% | -$296K | 0.04% | 249 |
|
|
2024
Q2 | $956K | Sell |
56,260
-610
| -1% | -$10.4K | 0.05% | 221 |
|
|
2024
Q1 | $975K | Sell |
56,870
-4,420
| -7% | -$75.8K | 0.05% | 236 |
|
|
2023
Q4 | $1.16M | Buy |
61,290
+2,855
| +5% | +$54.1K | 0.06% | 198 |
|
|
2023
Q3 | $963K | Buy |
58,435
+260
| +0.4% | +$4.29K | 0.06% | 169 |
|
|
2023
Q2 | $1.05M | Buy |
58,175
+730
| +1% | +$13.2K | 0.06% | 167 |
|
|
2023
Q1 | $1.04M | Buy |
57,445
+3,300
| +6% | +$59.9K | 0.06% | 160 |
|
|
2022
Q4 | $826K | Buy |
+54,145
| New | +$826K | 0.05% | 161 |
|
|
2022
Q3 | – | Sell |
-60,620
| Closed | -$991K | – | 354 |
|
|
2022
Q2 | $991K | Sell |
60,620
-435
| -0.7% | -$7.11K | 0.07% | 144 |
|
|
2022
Q1 | $1.25M | Buy |
61,055
+4,435
| +8% | +$91.1K | 0.08% | 136 |
|
|
2021
Q4 | $1.43M | Buy |
56,620
+1,490
| +3% | +$37.7K | 0.09% | 132 |
|
|
2021
Q3 | $1.22M | Buy |
55,130
+17,305
| +46% | +$383K | 0.13% | 104 |
|
|
2021
Q2 | $758K | Buy |
37,825
+895
| +2% | +$17.9K | 0.06% | 130 |
|
|
2021
Q1 | $783K | Buy |
36,930
+735
| +2% | +$15.6K | 0.06% | 118 |
|
|
2020
Q4 | $732K | Buy |
36,195
+1,270
| +4% | +$25.7K | 0.06% | 121 |
|
|
2020
Q3 | $536K | Sell |
34,925
-250
| -0.7% | -$3.84K | 0.05% | 136 |
|
|
2020
Q2 | $486K | Buy |
35,175
+1,805
| +5% | +$24.9K | 0.05% | 139 |
|
|
2020
Q1 | $395K | Buy |
33,370
+12,305
| +58% | +$146K | 0.05% | 132 |
|
|
2019
Q4 | $286K | Buy |
21,065
+1,455
| +7% | +$19.8K | 0.03% | 191 |
|
|
2019
Q3 | $232K | Buy |
19,610
+305
| +2% | +$3.61K | 0.03% | 193 |
|
|
2019
Q2 | $202K | Buy |
+19,305
| New | +$202K | 0.02% | 214 |
|
|
2018
Q4 | – | Sell |
-17,165
| Closed | -$208K | – | 220 |
|
|
2018
Q3 | $208K | Sell |
17,165
-3,635
| -17% | -$44K | 0.02% | 199 |
|
|
2018
Q2 | $213K | Hold |
20,800
| – | – | 0.02% | 300 |
|
|
2018
Q1 | $201K | Buy |
+20,800
| New | +$201K | 0.02% | 295 |
|