Plante Moran Financial 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 | $184K | Hold |
7,075
| – | – | 0.01% | 169 |
|
|
2025
Q1 | $180K | Hold |
7,075
| – | – | 0.02% | 180 |
|
|
2024
Q4 | $150K | Hold |
7,075
| – | – | 0.01% | 207 |
|
|
2024
Q3 | $137K | Hold |
7,075
| – | – | 0.01% | 228 |
|
|
2024
Q2 | $120K | Hold |
7,075
| – | – | 0.01% | 221 |
|
|
2024
Q1 | $121K | Hold |
7,075
| – | – | 0.01% | 225 |
|
|
2023
Q4 | $134K | Hold |
7,075
| – | – | 0.01% | 217 |
|
|
2023
Q3 | $117K | Hold |
7,075
| – | – | 0.01% | 210 |
|
|
2023
Q2 | $127K | Hold |
7,075
| – | – | 0.02% | 206 |
|
|
2023
Q1 | $128K | Buy |
+7,075
| New | +$128K | 0.02% | 198 |
|
|
2022
Q2 | – | Sell |
-710
| Closed | -$15K | – | 1061 |
|
|
2022
Q1 | $15K | Sell |
710
-55
| -7% | -$1.16K | ﹤0.01% | 548 |
|
|
2021
Q4 | $19K | Hold |
765
| – | – | ﹤0.01% | 572 |
|
|
2021
Q3 | $17K | Hold |
765
| – | – | ﹤0.01% | 599 |
|
|
2021
Q2 | $15K | Hold |
765
| – | – | ﹤0.01% | 619 |
|
|
2021
Q1 | $16K | Hold |
765
| – | – | ﹤0.01% | 570 |
|
|
2020
Q4 | $15K | Buy |
765
+55
| +8% | +$1.08K | ﹤0.01% | 577 |
|
|
2020
Q3 | $11K | Buy |
+710
| New | +$11K | ﹤0.01% | 597 |
|
|
2019
Q4 | – | Sell |
-1,430
| Closed | -$17K | – | 888 |
|
|
2019
Q3 | $17K | Buy |
1,430
+640
| +81% | +$7.61K | 0.01% | 527 |
|
|
2019
Q2 | $8K | Sell |
790
-115
| -13% | -$1.17K | ﹤0.01% | 595 |
|
|
2019
Q1 | $8K | Buy |
905
+25
| +3% | +$221 | ﹤0.01% | 577 |
|
|
2018
Q4 | $8K | Buy |
880
+30
| +4% | +$273 | ﹤0.01% | 538 |
|
|
2018
Q3 | $10K | Buy |
850
+145
| +21% | +$1.71K | ﹤0.01% | 496 |
|
|
2018
Q2 | $7K | Buy |
+705
| New | +$7K | ﹤0.01% | 593 |
|