Prospera Financial Services’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $754K | Buy |
28,951
+956
| +3% | +$24.9K | 0.01% | 756 |
|
|
2025
Q1 | $711K | Buy |
27,995
+225
| +0.8% | +$5.71K | 0.02% | 661 |
|
|
2024
Q4 | $588K | Sell |
27,770
-215
| -0.8% | -$4.55K | 0.01% | 696 |
|
|
2024
Q3 | $541K | Sell |
27,985
-405
| -1% | -$7.82K | 0.01% | 697 |
|
|
2024
Q2 | $482K | Buy |
28,390
+10,945
| +63% | +$186K | 0.01% | 723 |
|
|
2024
Q1 | $299K | Sell |
17,445
-11,220
| -39% | -$192K | 0.01% | 901 |
|
|
2023
Q4 | $543K | Buy |
28,665
+9,075
| +46% | +$172K | 0.02% | 632 |
|
|
2023
Q3 | $323K | Sell |
19,590
-16,555
| -46% | -$273K | 0.01% | 774 |
|
|
2023
Q2 | $651K | Buy |
+36,145
| New | +$651K | 0.02% | 530 |
|
|
2022
Q3 | – | Sell |
-6,505
| Closed | -$106K | – | 1479 |
|
|
2022
Q2 | $106K | Sell |
6,505
-16,745
| -72% | -$273K | 0.01% | 886 |
|
|
2022
Q1 | $478K | Buy |
23,250
+900
| +4% | +$18.5K | 0.02% | 610 |
|
|
2021
Q4 | $565K | Sell |
22,350
-275
| -1% | -$6.95K | 0.02% | 536 |
|
|
2021
Q3 | $500K | Sell |
22,625
-190
| -0.8% | -$4.2K | 0.02% | 539 |
|
|
2021
Q2 | $444K | Sell |
22,815
-30,030
| -57% | -$584K | 0.02% | 557 |
|
|
2021
Q1 | $1.12M | Buy |
52,845
+25,985
| +97% | +$551K | 0.07% | 317 |
|
|
2020
Q4 | $543K | Buy |
26,860
+23,810
| +781% | +$481K | 0.04% | 406 |
|
|
2020
Q3 | $47K | Buy |
+3,050
| New | +$47K | 0.02% | 640 |
|
|
2019
Q4 | – | Sell |
-23,580
| Closed | -$279K | – | 626 |
|
|
2019
Q3 | $279K | Buy |
+23,580
| New | +$279K | 0.03% | 452 |
|