Provenance Wealth 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 | – | Sell |
-90
| Closed | -$2.29K | – | 531 |
|
|
2025
Q1 | $2.29K | Hold |
90
| – | – | ﹤0.01% | 395 |
|
|
2024
Q4 | $1.9K | Hold |
90
| – | – | ﹤0.01% | 428 |
|
|
2024
Q3 | $1.74K | Hold |
90
| – | – | ﹤0.01% | 477 |
|
|
2024
Q2 | $1.53K | Hold |
90
| – | – | ﹤0.01% | 402 |
|
|
2024
Q1 | $1.54K | Sell |
90
-210
| -70% | -$3.6K | ﹤0.01% | 436 |
|
|
2023
Q4 | $5.68K | Buy |
300
+215
| +253% | +$4.07K | ﹤0.01% | 356 |
|
|
2023
Q3 | $1.4K | Buy |
+85
| New | +$1.4K | ﹤0.01% | 359 |
|