Opal 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 | $69.1K | Buy |
+2,655
| New | +$69.1K | 0.02% | 324 |
|
2024
Q3 | – | Sell |
-950
| Closed | -$16.1K | – | 1016 |
|
2024
Q2 | $16.1K | Buy |
+950
| New | +$16.1K | 0.01% | 564 |
|
2021
Q2 | – | Sell |
-10,000
| Closed | -$212K | – | 91 |
|
2021
Q1 | $212K | Hold |
10,000
| – | – | 0.23% | 77 |
|
2020
Q4 | $202K | Buy |
+10,000
| New | +$202K | 0.25% | 70 |
|