PDS Planning’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $894K | Buy |
34,327
+2,635
| +8% | +$68.6K | 0.07% | 141 |
|
|
2025
Q1 | $805K | Buy |
31,692
+2,799
| +10% | +$71.1K | 0.07% | 134 |
|
|
2024
Q4 | $611K | Buy |
28,893
+1,018
| +4% | +$21.5K | 0.05% | 158 |
|
|
2024
Q3 | $538K | Sell |
27,875
-240
| -0.9% | -$4.64K | 0.05% | 178 |
|
|
2024
Q2 | $478K | Buy |
28,115
+2,340
| +9% | +$39.8K | 0.05% | 179 |
|
|
2024
Q1 | $442K | Sell |
25,775
-5,380
| -17% | -$92.3K | 0.05% | 181 |
|
|
2023
Q4 | $590K | Buy |
31,155
+690
| +2% | +$13.1K | 0.07% | 123 |
|
|
2023
Q3 | $502K | Buy |
30,465
+575
| +2% | +$9.48K | 0.07% | 130 |
|
|
2023
Q2 | $538K | Buy |
29,890
+2,610
| +10% | +$47K | 0.07% | 123 |
|
|
2023
Q1 | $495K | Buy |
27,280
+7,315
| +37% | +$133K | 0.07% | 124 |
|
|
2022
Q4 | $305K | Buy |
+19,965
| New | +$305K | 0.05% | 144 |
|
|
2022
Q3 | – | Sell |
-15,480
| Closed | -$253K | – | 227 |
|
|
2022
Q2 | $253K | Buy |
15,480
+1,330
| +9% | +$21.7K | 0.05% | 162 |
|
|
2022
Q1 | $291K | Buy |
14,150
+3,050
| +27% | +$62.7K | 0.05% | 152 |
|
|
2021
Q4 | $281K | Buy |
11,100
+605
| +6% | +$15.3K | 0.05% | 147 |
|
|
2021
Q3 | $232K | Sell |
10,495
-15
| -0.1% | -$332 | 0.05% | 165 |
|
|
2021
Q2 | $204K | Buy |
10,510
+655
| +7% | +$12.7K | 0.05% | 175 |
|
|
2021
Q1 | $209K | Buy |
+9,855
| New | +$209K | 0.06% | 154 |
|