Mount Yale Investment Advisors’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.2K | Buy |
+660
| New | +$17.2K | ﹤0.01% | 1066 |
|
|
2023
Q4 | – | Sell |
-19,685
| Closed | -$324K | – | 534 |
|
|
2023
Q3 | $324K | Sell |
19,685
-175
| -0.9% | -$2.88K | 0.04% | 379 |
|
|
2023
Q2 | $358K | Sell |
19,860
-335
| -2% | -$6.03K | 0.04% | 359 |
|
|
2023
Q1 | $366K | Buy |
+20,195
| New | +$366K | 0.04% | 344 |
|
|
2022
Q3 | – | Sell |
-13,055
| Closed | -$214K | – | 476 |
|
|
2022
Q2 | $214K | Buy |
13,055
+1,225
| +10% | +$20.1K | 0.03% | 430 |
|
|
2022
Q1 | $243K | Sell |
11,830
-6,615
| -36% | -$136K | 0.03% | 413 |
|
|
2021
Q4 | $466K | Buy |
18,445
+300
| +2% | +$7.58K | 0.05% | 304 |
|
|
2021
Q3 | $401K | Buy |
18,145
+40
| +0.2% | +$884 | 0.05% | 314 |
|
|
2021
Q2 | $352K | Buy |
+18,105
| New | +$352K | 0.04% | 295 |
|
|
2018
Q4 | – | Sell |
-2,425
| Closed | -$27K | – | 702 |
|
|
2018
Q3 | $27K | Hold |
2,425
| – | – | ﹤0.01% | 721 |
|
|
2018
Q2 | $25K | Sell |
2,425
-50,070
| -95% | -$516K | ﹤0.01% | 747 |
|
|
2018
Q1 | $508K | Buy |
+52,495
| New | +$508K | 0.11% | 166 |
|