Pacific Capital 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
Q1 | – | Sell |
-1,810
| Closed | -$38.3K | – | 328 |
|
|
2024
Q4 | $38.3K | Hold |
1,810
| – | – | 0.01% | 167 |
|
|
2024
Q3 | $35K | Hold |
1,810
| – | – | 0.01% | 189 |
|
|
2024
Q2 | $30.8K | Hold |
1,810
| – | – | 0.01% | 195 |
|
|
2024
Q1 | $31K | Hold |
1,810
| – | – | 0.01% | 170 |
|
|
2023
Q4 | $34.3K | Buy |
+1,810
| New | +$34.3K | 0.01% | 158 |
|