Pin Oak Investment Advisors’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $79K | Hold |
3,120
| – | – | 0.07% | 159 |
|
|
2025
Q1 | $78K | Buy |
3,120
+2,496
| +400% | +$62.4K | 0.06% | 163 |
|
|
2024
Q4 | $60K | Sell |
624
-2,496
| -80% | -$240K | 0.05% | 168 |
|
|
2024
Q3 | $60K | Hold |
3,120
| – | – | 0.05% | 169 |
|
|
2024
Q2 | $53K | Hold |
3,120
| – | – | 0.05% | 169 |
|
|
2024
Q1 | $54K | Hold |
3,120
| – | – | 0.05% | 167 |
|
|
2023
Q4 | $59K | Buy |
3,120
+1,260
| +68% | +$23.8K | 0.06% | 159 |
|
|
2023
Q3 | $31K | Hold |
1,860
| – | – | 0.03% | 207 |
|
|
2023
Q2 | $33K | Hold |
1,860
| – | – | 0.04% | 201 |
|
|
2023
Q1 | $34K | Hold |
1,860
| – | – | 0.04% | 191 |
|
|
2022
Q4 | $28K | Hold |
1,860
| – | – | 0.03% | 190 |
|
|
2022
Q3 | $24K | Hold |
1,860
| – | – | 0.03% | 193 |
|
|
2022
Q2 | $30K | Hold |
1,860
| – | – | 0.04% | 181 |
|
|
2022
Q1 | $38K | Hold |
1,860
| – | – | 0.04% | 181 |
|
|
2021
Q4 | $47K | Hold |
1,860
| – | – | 0.05% | 172 |
|
|
2021
Q3 | $41K | Hold |
1,860
| – | – | 0.05% | 177 |
|
|
2021
Q2 | $36K | Hold |
1,860
| – | – | 0.04% | 185 |
|
|
2021
Q1 | $39K | Hold |
1,860
| – | – | 0.03% | 187 |
|
|
2020
Q4 | $38K | Hold |
1,860
| – | – | 0.03% | 204 |
|
|
2020
Q3 | $29K | Hold |
1,860
| – | – | 0.03% | 207 |
|
|
2020
Q2 | $26K | Hold |
1,860
| – | – | 0.02% | 206 |
|
|
2020
Q1 | $22K | Hold |
1,860
| – | – | 0.02% | 220 |
|
|
2019
Q4 | $25K | Hold |
1,860
| – | – | 0.02% | 239 |
|
|
2019
Q3 | $22K | Hold |
1,860
| – | – | 0.02% | 248 |
|
|
2019
Q2 | $19K | Hold |
1,860
| – | – | 0.01% | 277 |
|
|
2019
Q1 | $16K | Hold |
1,860
| – | – | 0.01% | 289 |
|
|
2018
Q4 | $18K | Buy |
+1,860
| New | +$18K | 0.02% | 258 |
|