OCM
Ovata Capital Management’s Sony SONY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-93,465
| Closed | -$2.36M | – | 55 |
|
|
2025
Q1 | $2.36M | Buy |
93,465
+49,300
| +112% | +$1.24M | 0.9% | 20 |
|
|
2024
Q4 | $949K | Buy |
44,165
+32,795
| +288% | +$705K | 0.36% | 27 |
|
|
2024
Q3 | $1.11M | Buy |
11,370
+5,200
| +84% | +$507K | 0.47% | 23 |
|
|
2024
Q2 | $524K | Sell |
6,170
-685
| -10% | -$58.1K | 0.28% | 30 |
|
|
2024
Q1 | $588K | Buy |
6,855
+1,855
| +37% | +$159K | 0.31% | 29 |
|
|
2023
Q4 | $497K | Buy |
+5,000
| New | +$497K | 0.93% | 10 |
|
|
2020
Q3 | – | Sell |
-137,570
| Closed | -$9.43M | – | 164 |
|
|
2020
Q2 | $9.43M | Buy |
137,570
+137,502
| +202,209% | +$9.42M | 2.82% | 12 |
|
|
2020
Q1 | $4K | Sell |
68
-105,283
| -100% | -$6.19M | ﹤0.01% | 32 |
|
|
2019
Q4 | $7.18M | Buy |
+105,351
| New | +$7.18M | 5.33% | 5 |
|