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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $12.9M | Sell |
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|
2025
Q2 | $11.7M | Buy |
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|
2025
Q1 | $11.4M | Buy |
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|
2024
Q4 | $8.52M | Sell |
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|
2024
Q3 | $7.94M | Buy |
|
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|
2024
Q2 | $6.94M | Buy |
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|
2024
Q1 | $6.84M | Buy |
|
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|
2023
Q4 | $7.21M | Buy |
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|
2023
Q3 | $6.25M | Buy |
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|
2023
Q2 | $6.78M | Buy |
|
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|
2023
Q1 | $6.74M | Buy |
|
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|
2022
Q4 | $5.3M | Buy |
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|
2022
Q3 | $4.05M | Buy |
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|
2022
Q2 | $4.72M | Buy |
|
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|
2022
Q1 | $5.56M | Buy |
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|
2021
Q4 | $5.62M | Sell |
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|
2021
Q3 | $5.07M | Buy |
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|
2021
Q2 | $4.2M | Buy |
|
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|
2021
Q1 | $3.67M | Sell |
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|
2020
Q4 | $7.5M | Buy |
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|
2020
Q3 | $5.62M | Sell |
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|
2020
Q2 | $5.16M | Buy |
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