Loring Wolcott & Coolidge Fiduciary Advisors’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,500
| Closed | -$29.3K | – | 589 |
|
|
2023
Q4 | $29.3K | Hold |
1,500
| – | – | ﹤0.01% | 435 |
|
|
2023
Q3 | $26K | Hold |
1,500
| – | – | ﹤0.01% | 461 |
|
|
2023
Q2 | $27K | Hold |
1,500
| – | – | ﹤0.01% | 479 |
|
|
2023
Q1 | $27.2K | Hold |
1,500
| – | – | ﹤0.01% | 453 |
|
|
2022
Q4 | $22.9K | Hold |
1,500
| – | – | ﹤0.01% | 457 |
|
|
2022
Q3 | $19K | Hold |
1,500
| – | – | ﹤0.01% | 488 |
|
|
2022
Q2 | $25K | Sell |
1,500
-8,210
| -85% | -$137K | ﹤0.01% | 487 |
|
|
2022
Q1 | $199K | Hold |
9,710
| – | – | ﹤0.01% | 307 |
|
|
2021
Q4 | $245K | Sell |
9,710
-50
| -0.5% | -$1.26K | ﹤0.01% | 291 |
|
|
2021
Q3 | $216K | Sell |
9,760
-810
| -8% | -$17.9K | ﹤0.01% | 299 |
|
|
2021
Q2 | $206K | Buy |
+10,570
| New | +$206K | ﹤0.01% | 314 |
|
|
2021
Q1 | – | Sell |
-1,500
| Closed | -$30K | – | 642 |
|
|
2020
Q4 | $30K | Hold |
1,500
| – | – | ﹤0.01% | 472 |
|
|
2020
Q3 | $23K | Hold |
1,500
| – | – | ﹤0.01% | 457 |
|
|
2020
Q2 | $21K | Hold |
1,500
| – | – | ﹤0.01% | 441 |
|
|
2020
Q1 | $18K | Hold |
1,500
| – | – | ﹤0.01% | 478 |
|
|
2019
Q4 | $20K | Sell |
1,500
-8,900
| -86% | -$119K | ﹤0.01% | 540 |
|
|
2019
Q3 | $123K | Buy |
+10,400
| New | +$123K | ﹤0.01% | 312 |
|