Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$8.26M Buy
399,333
+18,486
+5% +$414K 0.01% 834
2025
Q4
$9.75M Buy
380,847
+12,952
+4% +$364K 0.01% 717
2025
Q3
$10.6M Sell
367,895
-1,886
-0.5% -$50.7K 0.01% 611
2025
Q2
$9.63M Buy
369,781
+31,107
+9% +$778K 0.01% 619
2025
Q1
$8.6M Sell
338,674
-4,464
-1% -$103K 0.01% 605
2024
Q4
$7.26M Buy
343,138
+9,028
+3% +$176K 0.01% 662
2024
Q3
$6.45M Buy
334,110
+13,260
+4% +$242K 0.01% 694
2024
Q2
$5.45M Sell
320,850
-4,605
-1% -$76.1K 0.01% 693
2024
Q1
$5.58M Buy
325,455
+2,985
+0.9% +$54.9K 0.01% 683
2023
Q4
$6.11M Buy
322,470
+131,290
+69% +$2.28M 0.01% 623
2023
Q3
$3.15M Buy
191,180
+4,780
+3% +$83.4K 0.01% 801
2023
Q2
$3.36M Buy
186,400
+3,910
+2% +$73.3K 0.01% 791
2023
Q1
$3.3M Buy
182,490
+4,165
+2% +$72.2K 0.01% 763
2022
Q4
$2.72M Buy
178,325
+32,270
+22% +$482K 0.01% 800
2022
Q3
$1.87M Buy
146,055
+84,175
+136% +$1.35M 0.01% 798
2022
Q2
$1.01M Sell
61,880
-60
-0.1% -$1.06K ﹤0.01% 898
2022
Q1
$1.27M Buy
61,940
+2,135
+4% +$46.4K ﹤0.01% 860
2021
Q4
$1.51M Buy
59,805
+4,255
+8% +$101K 0.01% 719
2021
Q3
$1.23M Buy
+55,550
New +$1.16M 0.01% 652

Other funds holding SONY