Patriot Financial Group Insurance Agency’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,920
| Closed | -$31K | – | 1738 |
|
|
2022
Q2 | $31K | Sell |
1,920
-390
| -17% | -$6.3K | 0.01% | 884 |
|
|
2022
Q1 | $47K | Buy |
2,310
+200
| +9% | +$4.07K | 0.01% | 799 |
|
|
2021
Q4 | $53K | Sell |
2,110
-75
| -3% | -$1.88K | 0.01% | 841 |
|
|
2021
Q3 | $48K | Buy |
2,185
+390
| +22% | +$8.57K | 0.01% | 881 |
|
|
2021
Q2 | $35K | Sell |
1,795
-950
| -35% | -$18.5K | 0.01% | 965 |
|
|
2021
Q1 | $58K | Buy |
2,745
+1,000
| +57% | +$21.1K | 0.01% | 723 |
|
|
2020
Q4 | $35K | Buy |
1,745
+280
| +19% | +$5.62K | 0.01% | 801 |
|
|
2020
Q3 | $22K | Hold |
1,465
| – | – | 0.01% | 772 |
|
|
2020
Q2 | $20K | Buy |
1,465
+5
| +0.3% | +$68 | 0.01% | 748 |
|
|
2020
Q1 | $17K | Buy |
+1,460
| New | +$17K | 0.01% | 706 |
|