Legacy Capital Group California’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $248K | Buy |
+9,523
| New | +$248K | 0.07% | 292 |
|
|
2025
Q1 | – | Sell |
-12,805
| Closed | -$271K | – | 357 |
|
|
2024
Q4 | $271K | Sell |
12,805
-15
| -0.1% | -$317 | 0.08% | 258 |
|
|
2024
Q3 | $248K | Sell |
12,820
-35
| -0.3% | -$676 | 0.08% | 265 |
|
|
2024
Q2 | $218K | Sell |
12,855
-8,905
| -41% | -$151K | 0.08% | 281 |
|
|
2024
Q1 | $373K | Sell |
21,760
-1,755
| -7% | -$30.1K | 0.14% | 197 |
|
|
2023
Q4 | $445K | Buy |
23,515
+550
| +2% | +$10.4K | 0.17% | 176 |
|
|
2023
Q3 | $379K | Buy |
+22,965
| New | +$379K | 0.16% | 177 |
|