NorthRock Partners’s Sony SONY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-13,074	Closed	-$332K	–	941
2025 Q1	$332K	Buy	13,074 +23	+0.2%	+$584	0.01%	448
2024 Q4	$276K	Buy	13,051 +1,291	+11%	+$27.3K	0.01%	492
2024 Q3	$227K	Buy	+11,760	New	+$227K	0.01%	575