NewEdge Wealth’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.6M | Buy |
138,380
+36,959
| +36% | +$962K | 0.06% | 258 |
|
|
2025
Q1 | $2.58M | Sell |
101,421
-1,078
| -1% | -$27.4K | 0.05% | 301 |
|
|
2024
Q4 | $2.17M | Sell |
102,499
-3,821
| -4% | -$80.9K | 0.04% | 335 |
|
|
2024
Q3 | $2.05M | Buy |
106,320
+8,175
| +8% | +$158K | 0.04% | 341 |
|
|
2024
Q2 | $1.67M | Sell |
98,145
-4,230
| -4% | -$71.9K | 0.04% | 349 |
|
|
2024
Q1 | $1.72M | Buy |
102,375
+5,330
| +5% | +$89.6K | 0.04% | 350 |
|
|
2023
Q4 | $1.84M | Sell |
97,045
-160
| -0.2% | -$3.03K | 0.05% | 311 |
|
|
2023
Q3 | $1.6M | Buy |
97,205
+410
| +0.4% | +$6.76K | 0.05% | 296 |
|
|
2023
Q2 | $1.74M | Sell |
96,795
-6,950
| -7% | -$125K | 0.06% | 276 |
|
|
2023
Q1 | $1.88M | Buy |
103,745
+7,775
| +8% | +$141K | 0.07% | 229 |
|
|
2022
Q4 | $1.46M | Buy |
95,970
+2,170
| +2% | +$33.1K | 0.06% | 246 |
|
|
2022
Q3 | $1.2M | Buy |
93,800
+9,460
| +11% | +$121K | 0.06% | 253 |
|
|
2022
Q2 | $1.38M | Buy |
84,340
+47,915
| +132% | +$783K | 0.06% | 242 |
|
|
2022
Q1 | $748K | Buy |
36,425
+23,540
| +183% | +$483K | 0.03% | 253 |
|
|
2021
Q4 | $326K | Buy |
+12,885
| New | +$326K | 0.01% | 332 |
|