Personal CFO Solutions’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $793K | Buy |
30,463
+427
| +1% | +$11.1K | 0.15% | 150 |
|
|
2025
Q1 | $763K | Buy |
30,036
+49
| +0.2% | +$1.24K | 0.15% | 142 |
|
|
2024
Q4 | $635K | Buy |
29,987
+962
| +3% | +$20.4K | 0.12% | 178 |
|
|
2024
Q3 | $561K | Buy |
29,025
+955
| +3% | +$18.4K | 0.08% | 237 |
|
|
2024
Q2 | $477K | Sell |
28,070
-270
| -1% | -$4.59K | 0.07% | 253 |
|
|
2024
Q1 | $486K | Buy |
28,340
+435
| +2% | +$7.46K | 0.08% | 260 |
|
|
2023
Q4 | $528K | Buy |
27,905
+5,365
| +24% | +$102K | 0.09% | 212 |
|
|
2023
Q3 | $372K | Buy |
22,540
+285
| +1% | +$4.7K | 0.07% | 268 |
|
|
2023
Q2 | $401K | Buy |
22,255
+340
| +2% | +$6.12K | 0.08% | 259 |
|
|
2023
Q1 | $397K | Buy |
21,915
+820
| +4% | +$14.9K | 0.08% | 243 |
|
|
2022
Q4 | $322K | Buy |
21,095
+2,280
| +12% | +$34.8K | 0.07% | 274 |
|
|
2022
Q3 | $241K | Buy |
18,815
+250
| +1% | +$3.2K | 0.06% | 308 |
|
|
2022
Q2 | $304K | Sell |
18,565
-35
| -0.2% | -$573 | 0.07% | 261 |
|
|
2022
Q1 | $382K | Buy |
18,600
+525
| +3% | +$10.8K | 0.08% | 253 |
|
|
2021
Q4 | $457K | Buy |
18,075
+2,530
| +16% | +$64K | 0.09% | 213 |
|
|
2021
Q3 | $344K | Sell |
15,545
-8,160
| -34% | -$181K | 0.07% | 258 |
|
|
2021
Q2 | $461K | Buy |
23,705
+1,585
| +7% | +$30.8K | 0.09% | 201 |
|
|
2021
Q1 | $469K | Buy |
22,120
+3,520
| +19% | +$74.6K | 0.1% | 190 |
|
|
2020
Q4 | $376K | Buy |
+18,600
| New | +$376K | 0.09% | 200 |
|