LRI Investments’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $219K | Buy |
8,429
+640
| +8% | +$16.7K | 0.02% | 269 |
|
|
2025
Q1 | $198K | Sell |
7,789
-4,866
| -38% | -$124K | 0.02% | 267 |
|
|
2024
Q4 | $268K | Sell |
12,655
-50,620
| -80% | -$1.07M | 0.03% | 216 |
|
|
2024
Q3 | $234K | Buy |
63,275
+50,620
| +400% | +$187K | 0.02% | 242 |
|
|
2024
Q2 | $215K | Buy |
12,655
+12,065
| +2,045% | +$205K | 0.02% | 239 |
|
|
2024
Q1 | $10.1K | Buy |
+590
| New | +$10.1K | ﹤0.01% | 505 |
|