Opes Wealth Management’s Sony SONY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$313K	Sell	12,015 -11,445	-49%	-$298K	0.06%	117
2025 Q1	$596K	Hold	23,460	–	–	0.12%	82
2024 Q4	$496K	Hold	23,460	–	–	0.1%	83
2024 Q3	$453K	Hold	23,460	–	–	0.09%	85
2024 Q2	$399K	Sell	23,460 -29,450	-56%	-$500K	0.08%	91
2024 Q1	$907K	Hold	52,910	–	–	0.21%	63
2023 Q4	$1M	Buy	52,910 +27,860	+111%	+$528K	0.24%	58
2023 Q3	$413K	Hold	25,050	–	–	0.11%	89
2023 Q2	$451K	Hold	25,050	–	–	0.13%	87
2023 Q1	$454K	Hold	25,050	–	–	0.15%	75
2022 Q4	$382K	Hold	25,050	–	–	0.14%	78
2022 Q3	$321K	Hold	25,050	–	–	0.13%	74
2022 Q2	$410K	Hold	25,050	–	–	0.16%	65
2022 Q1	$515K	Hold	25,050	–	–	0.17%	64
2021 Q4	$633K	Hold	25,050	–	–	0.2%	60
2021 Q3	$554K	Hold	25,050	–	–	0.2%	55
2021 Q2	$487K	Hold	25,050	–	–	0.18%	55
2021 Q1	$531K	Hold	25,050	–	–	0.21%	49
2020 Q4	$507K	Hold	25,050	–	–	0.24%	48
2020 Q3	$385K	Hold	25,050	–	–	0.18%	49
2020 Q2	$346K	Buy	25,050 +50	+0.2%	+$691	0.18%	51
2020 Q1	$296K	Hold	25,000	–	–	0.22%	40
2019 Q4	$340K	Hold	25,000	–	–	0.21%	37
2019 Q3	$296K	Hold	25,000	–	–	0.2%	40
2019 Q2	$262K	Buy	+25,000	New	+$262K	0.18%	40