LPL Financial’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 | $26.2M | Buy |
1,265,747
+325,402
| +35% | +$7.29M | 0.01% | 1291 |
|
|
2025
Q4 | $24.1M | Buy |
940,345
+184,174
| +24% | +$5.17M | 0.01% | 1287 |
|
|
2025
Q3 | $21.8M | Buy |
756,171
+37,059
| +5% | +$997K | 0.01% | 1316 |
|
|
2025
Q2 | $18.7M | Sell |
719,112
-8,617
| -1% | -$216K | 0.01% | 1306 |
|
|
2025
Q1 | $18.5M | Sell |
727,729
-17,745
| -2% | -$410K | 0.01% | 1197 |
|
|
2024
Q4 | $15.8M | Buy |
745,474
+110,524
| +17% | +$2.15M | 0.01% | 1225 |
|
|
2024
Q3 | $12.3M | Buy |
634,950
+33,515
| +6% | +$611K | 0.01% | 1332 |
|
|
2024
Q2 | $10.2M | Buy |
601,435
+4,610
| +0.8% | +$76.2K | 0.01% | 1363 |
|
|
2024
Q1 | $10.2M | Buy |
596,825
+30,960
| +5% | +$569K | 0.01% | 1310 |
|
|
2023
Q4 | $10.7M | Buy |
565,865
+63,985
| +13% | +$1.11M | 0.01% | 1207 |
|
|
2023
Q3 | $8.27M | Buy |
501,880
+136,640
| +37% | +$2.38M | 0.01% | 1276 |
|
|
2023
Q2 | $6.58M | Buy |
365,240
+6,335
| +2% | +$119K | ﹤0.01% | 1421 |
|
|
2023
Q1 | $6.51M | Buy |
358,905
+27,795
| +8% | +$482K | 0.01% | 1348 |
|
|
2022
Q4 | $5.05M | Buy |
331,110
+8,475
| +3% | +$127K | ﹤0.01% | 1445 |
|
|
2022
Q3 | $4.13M | Sell |
322,635
-8,005
| -2% | -$128K | ﹤0.01% | 1509 |
|
|
2022
Q2 | $5.41M | Buy |
330,640
+8,685
| +3% | +$154K | 0.01% | 1337 |
|
|
2022
Q1 | $6.61M | Sell |
321,955
-13,220
| -4% | -$287K | 0.01% | 1272 |
|
|
2021
Q4 | $8.47M | Buy |
335,175
+13,605
| +4% | +$324K | 0.01% | 1125 |
|
|
2021
Q3 | $7.11M | Buy |
321,570
+44,525
| +16% | +$932K | 0.01% | 1158 |
|
|
2021
Q2 | $5.39M | Buy |
277,045
+15,930
| +6% | +$323K | 0.01% | 1293 |
|
|
2021
Q1 | $5.54M | Buy |
261,115
+37,265
| +17% | +$787K | 0.01% | 1158 |
|
|
2020
Q4 | $4.53M | Buy |
223,850
+58,845
| +36% | +$1.02M | 0.01% | 1173 |
|
|
2020
Q3 | $2.53M | Buy |
165,005
+2,375
| +1% | +$36.9K | ﹤0.01% | 1326 |
|
|
2020
Q2 | $2.25M | Sell |
162,630
-7,570
| -4% | -$98.4K | ﹤0.01% | 1287 |
|
|
2020
Q1 | $2.01M | Sell |
170,200
-18,050
| -10% | -$237K | ﹤0.01% | 1191 |
|
|
2019
Q4 | $2.56M | Sell |
188,250
-69,980
| -27% | -$872K | ﹤0.01% | 1200 |
|
|
2019
Q3 | $3.05M | Buy |
258,230
+49,825
| +24% | +$563K | 0.01% | 1004 |
|
|
2019
Q2 | $2.18M | Buy |
208,405
+14,825
| +8% | +$146K | ﹤0.01% | 1202 |
|
|
2019
Q1 | $1.64M | Buy |
193,580
+16,175
| +9% | +$151K | ﹤0.01% | 1311 |
|
|
2018
Q4 | $1.71M | Buy |
177,405
+6,160
| +4% | +$65.2K | ﹤0.01% | 1156 |
|
|
2018
Q3 | $2.08M | Sell |
171,245
-27,980
| -14% | -$308K | 0.01% | 1159 |
|
|
2018
Q2 | $2.04M | Buy |
199,225
+5,755
| +3% | +$56K | 0.01% | 1123 |
|
|
2018
Q1 | $1.87M | Buy |
193,470
+37,165
| +24% | +$366K | 0.01% | 1156 |
|
|
2017
Q4 | $1.41M | Buy |
156,305
+19,825
| +15% | +$170K | ﹤0.01% | 1298 |
|
|
2017
Q3 | $1.02M | Buy |
136,480
+9,785
| +8% | +$76.6K | ﹤0.01% | 1416 |
|
|
2017
Q2 | $968K | Buy |
126,695
+16,555
| +15% | +$117K | ﹤0.01% | 1390 |
|
|
2017
Q1 | $727K | Sell |
110,140
-4,010
| -4% | -$25K | 0.01% | 1492 |
|
|
2016
Q4 | $646K | Sell |
114,150
-16,385
| -13% | -$99.6K | ﹤0.01% | 1515 |
|
|
2016
Q3 | $855K | Sell |
130,535
-12,750
| -9% | -$81.7K | 0.01% | 1321 |
|
|
2016
Q2 | $862K | Sell |
143,285
-152,710
| -52% | -$819K | 0.01% | 1280 |
|
|
2016
Q1 | $1.52M | Buy |
295,995
+1,410
| +0.5% | +$6.47K | ﹤0.01% | 1363 |
|
|
2015
Q4 | $1.5M | Buy |
294,585
+141,675
| +93% | +$751K | ﹤0.01% | 1364 |
|
|
2015
Q3 | $810K | Buy |
152,910
+17,760
| +13% | +$94.7K | ﹤0.01% | 1406 |
|
|
2015
Q2 | $758K | Buy |
135,150
+1,245
| +0.9% | +$7.63K | ﹤0.01% | 1568 |
|
|
2015
Q1 | $730K | Sell |
133,905
-10,000
| -7% | -$50.5K | ﹤0.01% | 1583 |
|
|
2014
Q4 | $589K | Buy |
143,905
+21,190
| +17% | +$83.5K | ﹤0.01% | 1666 |
|
|
2014
Q3 | $436K | Buy |
+122,715
| New | +$442K | ﹤0.01% | 1894 |
|
Other funds holding SONY
MIP
