Nicolet Advisory Services’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $478K | Sell |
19,620
-1,809
| -8% | -$44.1K | 0.04% | 224 |
|
|
2025
Q1 | $491K | Sell |
21,429
-486
| -2% | -$11.1K | 0.05% | 193 |
|
|
2024
Q4 | $446K | Hold |
21,915
| – | – | 0.04% | 227 |
|
|
2024
Q3 | $412K | Buy |
21,915
+875
| +4% | +$16.5K | 0.04% | 235 |
|
|
2024
Q2 | $390K | Sell |
21,040
-7,995
| -28% | -$148K | 0.04% | 237 |
|
|
2024
Q1 | $492K | Sell |
29,035
-5,235
| -15% | -$88.6K | 0.05% | 178 |
|
|
2023
Q4 | $625K | Sell |
34,270
-705
| -2% | -$12.9K | 0.07% | 142 |
|
|
2023
Q3 | $572K | Buy |
34,975
+1,115
| +3% | +$18.2K | 0.06% | 147 |
|
|
2023
Q2 | $613K | Buy |
33,860
+4,325
| +15% | +$78.3K | 0.07% | 136 |
|
|
2023
Q1 | $521K | Buy |
29,535
+15,145
| +105% | +$267K | 0.06% | 148 |
|
|
2022
Q4 | $243K | Buy |
+14,390
| New | +$243K | 0.03% | 203 |
|