OneDigital Investment 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 | $890K | Buy |
34,190
+1,836
| +6% | +$47.8K | 0.01% | 675 |
|
|
2025
Q1 | $821K | Sell |
32,354
-1,045
| -3% | -$26.5K | 0.01% | 671 |
|
|
2024
Q4 | $707K | Sell |
33,399
-1,896
| -5% | -$40.1K | 0.01% | 758 |
|
|
2024
Q3 | $682K | Buy |
35,295
+515
| +1% | +$9.95K | 0.01% | 808 |
|
|
2024
Q2 | $591K | Buy |
+34,780
| New | +$591K | 0.01% | 829 |
|
|
2024
Q1 | – | Sell |
-22,990
| Closed | -$435K | – | 1152 |
|
|
2023
Q4 | $435K | Buy |
+22,990
| New | +$435K | 0.01% | 771 |
|
|
2022
Q1 | – | Sell |
-11,660
| Closed | -$295K | – | 817 |
|
|
2021
Q4 | $295K | Sell |
11,660
-125
| -1% | -$3.16K | 0.01% | 589 |
|
|
2021
Q3 | $261K | Buy |
11,785
+310
| +3% | +$6.87K | 0.01% | 601 |
|
|
2021
Q2 | $223K | Sell |
11,475
-1,290
| -10% | -$25.1K | 0.01% | 639 |
|
|
2021
Q1 | $271K | Buy |
+12,765
| New | +$271K | 0.01% | 532 |
|
|
2019
Q3 | – | Sell |
-3,100
| Closed | -$32K | – | 1021 |
|
|
2019
Q2 | $32K | Hold |
3,100
| – | – | ﹤0.01% | 666 |
|
|
2019
Q1 | $26K | Hold |
3,100
| – | – | ﹤0.01% | 659 |
|
|
2018
Q4 | $30K | Hold |
3,100
| – | – | 0.01% | 577 |
|
|
2018
Q3 | $38K | Hold |
3,100
| – | – | 0.01% | 471 |
|
|
2018
Q2 | $32K | Hold |
3,100
| – | – | 0.01% | 643 |
|
|
2018
Q1 | $30K | Hold |
3,100
| – | – | 0.01% | 662 |
|
|
2017
Q4 | $28K | Hold |
3,100
| – | – | ﹤0.01% | 681 |
|
|
2017
Q3 | $23K | Hold |
3,100
| – | – | 0.01% | 600 |
|
|
2017
Q2 | $24K | Buy |
+3,100
| New | +$24K | 0.01% | 695 |
|