Prudent Man 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 | $224K | Buy |
8,622
+237
| +3% | +$6.17K | 0.07% | 156 |
|
|
2025
Q1 | $213K | Buy |
+8,385
| New | +$213K | 0.08% | 157 |
|
|
2023
Q3 | – | Sell |
-12,530
| Closed | -$226K | – | 213 |
|
|
2023
Q2 | $226K | Hold |
12,530
| – | – | 0.09% | 173 |
|
|
2023
Q1 | $227K | Buy |
+12,530
| New | +$227K | 0.09% | 167 |
|
|
2022
Q2 | – | Sell |
-9,875
| Closed | -$203K | – | 186 |
|
|
2022
Q1 | $203K | Hold |
9,875
| – | – | 0.08% | 180 |
|
|
2021
Q4 | $250K | Sell |
9,875
-2,280
| -19% | -$57.7K | 0.1% | 159 |
|
|
2021
Q3 | $269K | Hold |
12,155
| – | – | 0.1% | 158 |
|
|
2021
Q2 | $236K | Buy |
12,155
+110
| +0.9% | +$2.14K | 0.09% | 182 |
|
|
2021
Q1 | $255K | Sell |
12,045
-3,580
| -23% | -$75.8K | 0.11% | 161 |
|
|
2020
Q4 | $316K | Hold |
15,625
| – | – | 0.13% | 128 |
|
|
2020
Q3 | $240K | Sell |
15,625
-245
| -2% | -$3.76K | 0.13% | 138 |
|
|
2020
Q2 | $219K | Buy |
+15,870
| New | +$219K | 0.19% | 134 |
|