Orion Portfolio Solutions’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $7.35M | Sell |
289,402
-29,082
| -9% | -$738K | 0.07% | 263 |
|
|
2024
Q4 | $6.74M | Sell |
318,484
-16,111
| -5% | -$341K | 0.07% | 275 |
|
|
2024
Q3 | $6.46M | Buy |
334,595
+6,435
| +2% | +$124K | 0.06% | 285 |
|
|
2024
Q2 | $5.58M | Sell |
328,160
-22,850
| -7% | -$388K | 0.06% | 289 |
|
|
2024
Q1 | $6.02M | Sell |
351,010
-1,325
| -0.4% | -$22.7K | 0.06% | 288 |
|
|
2023
Q4 | $6.51M | Buy |
352,335
+11,035
| +3% | +$204K | 0.08% | 253 |
|
|
2023
Q3 | $5.63M | Sell |
341,300
-9,945
| -3% | -$164K | 0.07% | 272 |
|
|
2023
Q2 | $6.33M | Sell |
351,245
-6,090
| -2% | -$110K | 0.07% | 274 |
|
|
2023
Q1 | $6.48M | Buy |
+357,335
| New | +$6.48M | 0.08% | 220 |
|
|
2020
Q3 | – | Sell |
-315
| Closed | -$4K | – | 1800 |
|
|
2020
Q2 | $4K | Sell |
315
-415
| -57% | -$5.27K | ﹤0.01% | 1581 |
|
|
2020
Q1 | $9K | Sell |
730
-10
| -1% | -$123 | ﹤0.01% | 1122 |
|
|
2019
Q4 | $10K | Buy |
+740
| New | +$10K | ﹤0.01% | 1011 |
|