Mosaic Financial Group’s Sony SONY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-7,500	Closed	-$127K	–	134
2024 Q2	$127K	Sell	7,500 -7,000	-48%	-$119K	0.09%	125
2024 Q1	$249K	Buy	+14,500	New	+$249K	0.2%	100