LMCG Investments’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-25,710
| Closed | -$466K | – | 301 |
|
|
2023
Q1 | $466K | Sell |
25,710
-327,510
| -93% | -$5.94M | 0.03% | 258 |
|
|
2022
Q4 | $5.39M | Sell |
353,220
-28,455
| -7% | -$434K | 0.38% | 85 |
|
|
2022
Q3 | $4.89M | Buy |
381,675
+12,080
| +3% | +$155K | 0.36% | 84 |
|
|
2022
Q2 | $6.04M | Sell |
369,595
-2,195
| -0.6% | -$35.9K | 0.42% | 78 |
|
|
2022
Q1 | $7.64M | Buy |
+371,790
| New | +$7.64M | 0.44% | 73 |
|