Principal Securities’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $588K | Sell |
22,596
-13,012
| -37% | -$339K | 0.01% | 799 |
|
|
2025
Q1 | $753K | Hold |
35,608
| – | – | 0.02% | 644 |
|
|
2024
Q4 | $753K | Sell |
35,608
-36,657
| -51% | -$776K | 0.02% | 641 |
|
|
2024
Q3 | $1.4M | Buy |
72,265
+9,495
| +15% | +$183K | 0.03% | 441 |
|
|
2024
Q2 | $1.07M | Buy |
62,770
+3,360
| +6% | +$57.1K | 0.03% | 467 |
|
|
2024
Q1 | $1.02M | Sell |
59,410
-1,480
| -2% | -$25.4K | 0.03% | 446 |
|
|
2023
Q4 | $1.15M | Buy |
+60,890
| New | +$1.15M | 0.04% | 371 |
|