One Wealth 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 | $893K | Sell |
34,322
-78
| -0.2% | -$2.03K | 0.12% | 99 |
|
|
2025
Q1 | $873K | Sell |
34,400
-75
| -0.2% | -$1.9K | 0.13% | 101 |
|
|
2024
Q4 | $729K | Buy |
34,475
+65
| +0.2% | +$1.38K | 0.11% | 99 |
|
|
2024
Q3 | $665K | Sell |
34,410
-135
| -0.4% | -$2.61K | 0.1% | 106 |
|
|
2024
Q2 | $583K | Buy |
34,545
+940
| +3% | +$15.9K | 0.13% | 91 |
|
|
2024
Q1 | $576K | Buy |
33,605
+7,030
| +26% | +$121K | 0.1% | 114 |
|
|
2023
Q4 | $503K | Buy |
+26,575
| New | +$503K | 0.1% | 106 |
|
|
2023
Q1 | – | Sell |
-3,005
| Closed | -$45.8K | – | 536 |
|
|
2022
Q4 | $45.8K | Buy |
+3,005
| New | +$45.8K | 0.01% | 430 |
|
|
2019
Q2 | – | Sell |
-830
| Closed | -$7K | – | 435 |
|
|
2019
Q1 | $7K | Buy |
+830
| New | +$7K | 0.01% | 345 |
|
|
2018
Q4 | – | Sell |
-610
| Closed | -$7K | – | 418 |
|
|
2018
Q3 | $7K | Buy |
610
+120
| +24% | +$1.38K | 0.01% | 364 |
|
|
2018
Q2 | $5K | Hold |
490
| – | – | ﹤0.01% | 401 |
|
|
2018
Q1 | $5K | Hold |
490
| – | – | ﹤0.01% | 376 |
|
|
2017
Q4 | $5K | Buy |
+490
| New | +$5K | ﹤0.01% | 420 |
|