Montag & Associates’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.07K | Hold |
310
| – | – | ﹤0.01% | 757 |
|
|
2025
Q1 | $7.87K | Hold |
310
| – | – | ﹤0.01% | 811 |
|
|
2024
Q4 | $6.56K | Hold |
310
| – | – | ﹤0.01% | 820 |
|
|
2024
Q3 | $5.99K | Hold |
310
| – | – | ﹤0.01% | 858 |
|
|
2024
Q2 | $5.27K | Hold |
310
| – | – | ﹤0.01% | 821 |
|
|
2024
Q1 | $5.32K | Hold |
310
| – | – | ﹤0.01% | 810 |
|
|
2023
Q4 | $5.87K | Hold |
310
| – | – | ﹤0.01% | 812 |
|
|
2023
Q3 | $5.11K | Hold |
310
| – | – | ﹤0.01% | 800 |
|
|
2023
Q2 | $5.58K | Hold |
310
| – | – | ﹤0.01% | 811 |
|
|
2023
Q1 | $5.62K | Hold |
310
| – | – | ﹤0.01% | 800 |
|
|
2022
Q4 | $4.73K | Buy |
+310
| New | +$4.73K | ﹤0.01% | 824 |
|