Pinnacle Associates’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $550K | Sell |
21,130
-211
| -1% | -$5.49K | 0.01% | 616 |
|
|
2025
Q1 | $542K | Buy |
21,341
+211
| +1% | +$5.36K | 0.01% | 601 |
|
|
2024
Q4 | $447K | Buy |
21,130
+1,295
| +7% | +$27.4K | 0.01% | 626 |
|
|
2024
Q3 | $376K | Buy |
19,835
+370
| +2% | +$7.01K | 0.01% | 630 |
|
|
2024
Q2 | $331K | Buy |
19,465
+20
| +0.1% | +$340 | 0.01% | 667 |
|
|
2024
Q1 | $333K | Sell |
19,445
-390
| -2% | -$6.69K | 0.01% | 674 |
|
|
2023
Q4 | $376K | Hold |
19,835
| – | – | 0.01% | 638 |
|
|
2023
Q3 | $327K | Hold |
19,835
| – | – | 0.01% | 651 |
|
|
2023
Q2 | $357K | Sell |
19,835
-8,525
| -30% | -$154K | 0.01% | 638 |
|
|
2023
Q1 | $514K | Buy |
28,360
+250
| +0.9% | +$4.53K | 0.01% | 513 |
|
|
2022
Q4 | $429K | Buy |
28,110
+125
| +0.4% | +$1.91K | 0.01% | 534 |
|
|
2022
Q3 | $358K | Sell |
27,985
-21,625
| -44% | -$277K | 0.01% | 564 |
|
|
2022
Q2 | $811K | Sell |
49,610
-10,050
| -17% | -$164K | 0.02% | 444 |
|
|
2022
Q1 | $1.23M | Buy |
59,660
+13,100
| +28% | +$269K | 0.02% | 418 |
|
|
2021
Q4 | $1.18M | Sell |
46,560
-1,105
| -2% | -$27.9K | 0.02% | 425 |
|
|
2021
Q3 | $1.05M | Sell |
47,665
-11,875
| -20% | -$263K | 0.02% | 430 |
|
|
2021
Q2 | $1.16M | Buy |
+59,540
| New | +$1.16M | 0.02% | 413 |
|
|
2021
Q1 | – | Sell |
-36,765
| Closed | -$743K | – | 753 |
|
|
2020
Q4 | $743K | Sell |
36,765
-575
| -2% | -$11.6K | 0.02% | 443 |
|
|
2020
Q3 | $573K | Hold |
37,340
| – | – | 0.01% | 469 |
|
|
2020
Q2 | $516K | Buy |
37,340
+2,050
| +6% | +$28.3K | 0.01% | 480 |
|
|
2020
Q1 | $418K | Sell |
35,290
-1,175
| -3% | -$13.9K | 0.01% | 505 |
|
|
2019
Q4 | $496K | Sell |
36,465
-250
| -0.7% | -$3.4K | 0.01% | 533 |
|
|
2019
Q3 | $434K | Hold |
36,715
| – | – | 0.01% | 554 |
|
|
2019
Q2 | $385K | Sell |
36,715
-4,870
| -12% | -$51.1K | 0.01% | 565 |
|
|
2019
Q1 | $351K | Sell |
41,585
-50,160
| -55% | -$423K | 0.01% | 580 |
|
|
2018
Q4 | $886K | Sell |
91,745
-5,440
| -6% | -$52.5K | 0.02% | 407 |
|
|
2018
Q3 | $1.18M | Hold |
97,185
| – | – | 0.02% | 386 |
|
|
2018
Q2 | $996K | Sell |
97,185
-13,125
| -12% | -$135K | 0.02% | 402 |
|
|
2018
Q1 | $1.07M | Hold |
110,310
| – | – | 0.02% | 389 |
|
|
2017
Q4 | $992K | Buy |
110,310
+1,375
| +1% | +$12.4K | 0.02% | 404 |
|
|
2017
Q3 | $814K | Buy |
108,935
+250
| +0.2% | +$1.87K | 0.02% | 429 |
|
|
2017
Q2 | $830K | Buy |
108,685
+1,625
| +2% | +$12.4K | 0.02% | 421 |
|
|
2017
Q1 | $722K | Sell |
107,060
-9,575
| -8% | -$64.6K | 0.01% | 441 |
|
|
2016
Q4 | $654K | Buy |
116,635
+20,635
| +21% | +$116K | 0.01% | 449 |
|
|
2016
Q3 | $638K | Sell |
96,000
-9,700
| -9% | -$64.5K | 0.01% | 438 |
|
|
2016
Q2 | $620K | Buy |
105,700
+500
| +0.5% | +$2.93K | 0.01% | 438 |
|
|
2016
Q1 | $541K | Buy |
+105,200
| New | +$541K | 0.01% | 446 |
|