Legacy Financial Advisors’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-37,772
| Closed | -$1.09M | – | 451 |
|
|
2025
Q3 | $1.09M | Buy |
+37,772
| New | +$1.02M | 0.15% | 114 |
|
|
2025
Q2 | – | Sell |
-36,134
| Closed | -$917K | – | 405 |
|
|
2025
Q1 | $917K | Sell |
36,134
-8,315
| -19% | -$192K | 0.15% | 111 |
|
|
2024
Q4 | $941K | Buy |
44,449
+13,669
| +44% | +$266K | 0.16% | 108 |
|
|
2024
Q3 | $595K | Buy |
30,780
+2,590
| +9% | +$47.2K | 0.1% | 175 |
|
|
2024
Q2 | $479K | Buy |
28,190
+500
| +2% | +$8.27K | 0.09% | 180 |
|
|
2024
Q1 | $475K | Sell |
27,690
-1,650
| -6% | -$30.3K | 0.09% | 180 |
|
|
2023
Q4 | $556K | Buy |
29,340
+8,410
| +40% | +$146K | 0.11% | 150 |
|
|
2023
Q3 | $345K | Buy |
20,930
+680
| +3% | +$11.9K | 0.07% | 187 |
|
|
2023
Q2 | $365K | Sell |
20,250
-545
| -3% | -$10.2K | 0.07% | 178 |
|
|
2023
Q1 | $377K | Buy |
20,795
+4,245
| +26% | +$73.6K | 0.08% | 159 |
|
|
2022
Q4 | $252K | Buy |
+16,550
| New | +$247K | 0.05% | 201 |
|
|
2022
Q3 | – | Sell |
-14,275
| Closed | -$233K | – | 233 |
|
|
2022
Q2 | $233K | Buy |
14,275
+3,395
| +31% | +$60.1K | 0.06% | 185 |
|
|
2022
Q1 | $223K | Sell |
10,880
-4,790
| -31% | -$104K | 0.05% | 218 |
|
|
2021
Q4 | $396K | Buy |
15,670
+2,010
| +15% | +$47.9K | 0.09% | 112 |
|
|
2021
Q3 | $302K | Buy |
+13,660
| New | +$286K | 0.07% | 123 |
|
|
2019
Q2 | – | Sell |
-9,360
| Closed | -$79K | – | 781 |
|
|
2019
Q1 | $79K | Buy |
9,360
+550
| +6% | +$5.15K | 0.03% | 200 |
|
|
2018
Q4 | $85K | Buy |
8,810
+440
| +5% | +$4.66K | 0.03% | 158 |
|
|
2018
Q3 | $101K | Sell |
8,370
-3,225
| -28% | -$35.5K | 0.04% | 170 |
|
|
2018
Q2 | $124K | Buy |
11,595
+270
| +2% | +$2.63K | 0.05% | 146 |
|
|
2018
Q1 | $112K | Buy |
11,325
+9,070
| +402% | +$89.3K | 0.04% | 155 |
|
|
2017
Q4 | $20K | Buy |
+2,255
| New | +$19.4K | 0.01% | 366 |
|
Other funds holding SONY
MIP
