Laurel Wealth Advisors (California)’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-16,045
| Closed | -$262K | – | 668 |
|
|
2022
Q2 | $262K | Buy |
16,045
+4,990
| +45% | +$81.5K | 0.03% | 535 |
|
|
2022
Q1 | $227K | Buy |
11,055
+475
| +4% | +$9.75K | 0.02% | 680 |
|
|
2021
Q4 | $267K | Buy |
10,580
+15
| +0.1% | +$379 | 0.02% | 658 |
|
|
2021
Q3 | $234K | Hold |
10,565
| – | – | 0.04% | 400 |
|
|
2021
Q2 | $205K | Sell |
10,565
-2,400
| -19% | -$46.6K | 0.03% | 492 |
|
|
2021
Q1 | $275K | Buy |
12,965
+2,875
| +28% | +$61K | 0.04% | 374 |
|
|
2020
Q4 | $204K | Buy |
+10,090
| New | +$204K | 0.03% | 421 |
|