Lenox Wealth Management’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $1.61M | Buy |
116,800
+2,260
| +2% | +$31.2K | 0.49% | 37 |
|
|
2020
Q1 | $1.36M | Sell |
114,540
-5,000
| -4% | -$59.2K | 0.47% | 38 |
|
|
2019
Q4 | $1.63M | Sell |
119,540
-11,885
| -9% | -$162K | 0.46% | 40 |
|
|
2019
Q3 | $1.55M | Sell |
131,425
-1,735
| -1% | -$20.5K | 0.45% | 39 |
|
|
2019
Q2 | $1.4M | Buy |
133,160
+1,385
| +1% | +$14.5K | 0.42% | 41 |
|
|
2019
Q1 | $1.11M | Buy |
131,775
+2,400
| +2% | +$20.3K | 0.35% | 50 |
|
|
2018
Q4 | $1.25M | Sell |
129,375
-3,890
| -3% | -$37.6K | 0.42% | 42 |
|
|
2018
Q3 | $1.62M | Sell |
133,265
-230
| -0.2% | -$2.79K | 0.48% | 41 |
|
|
2018
Q2 | $1.37M | Buy |
133,495
+7,925
| +6% | +$81.3K | 0.44% | 41 |
|
|
2018
Q1 | $1.21M | Buy |
125,570
+125,540
| +418,467% | +$1.21M | 0.39% | 56 |
|
|
2017
Q4 | $0 | Buy |
+30
| New | – | ﹤0.01% | 511 |
|