Lyell Wealth Management’s Sonos SONO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-13,472
| Closed | -$264K | – | 198 |
|
|
2023
Q1 | $264K | Sell |
13,472
-12,106
| -47% | -$238K | 0.04% | 175 |
|
|
2022
Q4 | $432K | Sell |
25,578
-185
| -0.7% | -$3.13K | 0.07% | 143 |
|
|
2022
Q3 | $358K | Hold |
25,763
| – | – | 0.06% | 149 |
|
|
2022
Q2 | $465K | Hold |
25,763
| – | – | 0.08% | 133 |
|
|
2022
Q1 | $727K | Sell |
25,763
-2,000
| -7% | -$56.4K | 0.09% | 123 |
|
|
2021
Q4 | $827K | Sell |
27,763
-156
| -0.6% | -$4.65K | 0.09% | 115 |
|
|
2021
Q3 | $903K | Sell |
27,919
-200
| -0.7% | -$6.47K | 0.11% | 109 |
|
|
2021
Q2 | $991K | Sell |
28,119
-3,000
| -10% | -$106K | 0.12% | 104 |
|
|
2021
Q1 | $1.17M | Sell |
31,119
-12,450
| -29% | -$466K | 0.17% | 89 |
|
|
2020
Q4 | $1.02M | Buy |
43,569
+21,939
| +101% | +$513K | 0.16% | 83 |
|
|
2020
Q3 | $328K | Sell |
21,630
-22,000
| -50% | -$334K | 0.06% | 111 |
|
|
2020
Q2 | $638K | Buy |
+43,630
| New | +$638K | 0.14% | 78 |
|