Mount Yale Investment Advisors’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.2K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $324K | Sell |
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|
2023
Q2 | $358K | Sell |
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|
2023
Q1 | $366K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $214K | Buy |
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|
2022
Q1 | $243K | Sell |
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|
2021
Q4 | $466K | Buy |
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|
2021
Q3 | $401K | Buy |
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|
2021
Q2 | $352K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $27K | Hold |
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|
2018
Q2 | $25K | Sell |
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|
2018
Q1 | $508K | Buy |
|