Mather Group’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,000
| Closed | -$178K | – | 1560 |
|
|
2025
Q1 | $178K | Sell |
7,000
-63
| -0.9% | -$1.6K | ﹤0.01% | 626 |
|
|
2024
Q4 | $149K | Buy |
7,063
+1,753
| +33% | +$37.1K | ﹤0.01% | 653 |
|
|
2024
Q3 | $103K | Buy |
5,310
+215
| +4% | +$4.15K | ﹤0.01% | 729 |
|
|
2024
Q2 | $87.4K | Sell |
5,095
-170
| -3% | -$2.92K | ﹤0.01% | 852 |
|
|
2024
Q1 | $99.7K | Buy |
+5,265
| New | +$99.7K | ﹤0.01% | 703 |
|