Rehmann Capital Advisory Group’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $608K | Buy |
23,344
+11,105
| +91% | +$289K | 0.04% | 311 |
|
|
2025
Q1 | $311K | Sell |
12,239
-75
| -0.6% | -$1.9K | 0.02% | 468 |
|
|
2024
Q4 | $261K | Buy |
12,314
+1,109
| +10% | +$23.5K | 0.02% | 508 |
|
|
2024
Q3 | $220K | Buy |
+11,205
| New | +$220K | 0.01% | 551 |
|
|
2024
Q1 | – | Sell |
-12,310
| Closed | -$233K | – | 586 |
|
|
2023
Q4 | $233K | Buy |
+12,310
| New | +$233K | 0.02% | 496 |
|
|
2022
Q1 | – | Sell |
-8,415
| Closed | -$213K | – | 580 |
|
|
2021
Q4 | $213K | Buy |
+8,415
| New | +$213K | 0.02% | 516 |
|
|
2019
Q3 | $34.1K | Hold |
2,885
| – | – | ﹤0.01% | 740 |
|
|
2019
Q2 | $30.2K | Buy |
2,885
+455
| +19% | +$4.77K | ﹤0.01% | 1017 |
|
|
2019
Q1 | $20.5K | Buy |
2,430
+670
| +38% | +$5.66K | ﹤0.01% | 1112 |
|
|
2018
Q4 | $17K | Buy |
1,760
+65
| +4% | +$628 | ﹤0.01% | 904 |
|
|
2018
Q3 | $20.6K | Sell |
1,695
-195
| -10% | -$2.37K | ﹤0.01% | 1109 |
|
|
2018
Q2 | $19.4K | Hold |
1,890
| – | – | ﹤0.01% | 1119 |
|
|
2018
Q1 | $18K | Buy |
+1,890
| New | +$18K | ﹤0.01% | 1116 |
|