Live Oak Private Wealth’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.4M | Buy |
454,318
+15,174
| +3% | +$340K | 1.31% | 27 |
|
|
2025
Q4 | $11.2M | Sell |
439,144
-9,104
| -2% | -$256K | 1.53% | 19 |
|
|
2025
Q3 | $12.9M | Sell |
448,248
-1,100
| -0.2% | -$29.6K | 1.8% | 14 |
|
|
2025
Q2 | $11.7M | Buy |
449,348
+226
| +0.1% | +$5.66K | 1.74% | 14 |
|
|
2025
Q1 | $11.4M | Buy |
449,122
+46,378
| +12% | +$1.07M | 1.85% | 15 |
|
|
2024
Q4 | $8.52M | Sell |
402,744
-8,551
| -2% | -$167K | 1.43% | 23 |
|
|
2024
Q3 | $7.94M | Buy |
411,295
+2,755
| +0.7% | +$50.2K | 1.29% | 27 |
|
|
2024
Q2 | $6.94M | Buy |
408,540
+9,410
| +2% | +$156K | 1.19% | 29 |
|
|
2024
Q1 | $6.84M | Buy |
399,130
+18,535
| +5% | +$341K | 1.18% | 32 |
|
|
2023
Q4 | $7.21M | Buy |
380,595
+1,665
| +0.4% | +$28.9K | 1.35% | 30 |
|
|
2023
Q3 | $6.25M | Buy |
378,930
+2,345
| +0.6% | +$40.9K | 1.33% | 34 |
|
|
2023
Q2 | $6.78M | Buy |
376,585
+5,020
| +1% | +$94.2K | 1.35% | 31 |
|
|
2023
Q1 | $6.74M | Buy |
371,565
+24,095
| +7% | +$418K | 1.39% | 35 |
|
|
2022
Q4 | $5.3M | Buy |
347,470
+31,340
| +10% | +$468K | 1.1% | 41 |
|
|
2022
Q3 | $4.05M | Buy |
316,130
+27,360
| +9% | +$438K | 0.91% | 44 |
|
|
2022
Q2 | $4.72M | Buy |
288,770
+18,115
| +7% | +$321K | 0.99% | 43 |
|
|
2022
Q1 | $5.56M | Buy |
270,655
+48,445
| +22% | +$1.05M | 1.08% | 40 |
|
|
2021
Q4 | $5.62M | Sell |
222,210
-6,960
| -3% | -$166K | 1.05% | 41 |
|
|
2021
Q3 | $5.07M | Buy |
229,170
+13,175
| +6% | +$276K | 1.04% | 45 |
|
|
2021
Q2 | $4.2M | Buy |
215,995
+42,870
| +25% | +$869K | 0.93% | 47 |
|
|
2021
Q1 | $3.67M | Sell |
173,125
-197,540
| -53% | -$4.17M | 0.9% | 45 |
|
|
2020
Q4 | $7.5M | Buy |
370,665
+4,275
| +1% | +$74.3K | 2.1% | 10 |
|
|
2020
Q3 | $5.62M | Sell |
366,390
-7,135
| -2% | -$111K | 1.93% | 13 |
|
|
2020
Q2 | $5.16M | Buy |
+373,525
| New | +$4.85M | 1.87% | 14 |
|
Other funds holding SONY
MIP
