Marks Group Wealth Management’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.89M | Buy |
72,768
+1,030
| +1% | +$26.8K | 0.18% | 125 |
|
|
2025
Q1 | $1.82M | Sell |
71,738
-4,259
| -6% | -$108K | 0.18% | 129 |
|
|
2024
Q4 | $1.61M | Sell |
75,997
-9,988
| -12% | -$211K | 0.16% | 133 |
|
|
2024
Q3 | $1.66M | Sell |
85,985
-3,205
| -4% | -$61.9K | 0.16% | 138 |
|
|
2024
Q2 | $1.52M | Sell |
89,190
-2,160
| -2% | -$36.7K | 0.16% | 143 |
|
|
2024
Q1 | $1.57M | Sell |
91,350
-2,990
| -3% | -$51.3K | 0.16% | 138 |
|
|
2023
Q4 | $1.79M | Buy |
94,340
+39,865
| +73% | +$755K | 0.2% | 130 |
|
|
2023
Q3 | $898K | Sell |
54,475
-130
| -0.2% | -$2.14K | 0.11% | 169 |
|
|
2023
Q2 | $983K | Buy |
54,605
+650
| +1% | +$11.7K | 0.12% | 165 |
|
|
2023
Q1 | $978K | Buy |
53,955
+13,390
| +33% | +$243K | 0.13% | 164 |
|
|
2022
Q4 | $619K | Buy |
40,565
+24,180
| +148% | +$369K | 0.08% | 191 |
|
|
2022
Q3 | $210K | Buy |
+16,385
| New | +$210K | 0.03% | 258 |
|