Resonant Capital 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 | $336K | Buy |
12,912
+779
| +6% | +$20.3K | 0.02% | 311 |
|
|
2025
Q1 | $308K | Buy |
+12,133
| New | +$308K | 0.02% | 281 |
|
|
2024
Q3 | – | Sell |
-16,085
| Closed | -$273K | – | 366 |
|
|
2024
Q2 | $273K | Buy |
16,085
+735
| +5% | +$12.5K | 0.02% | 283 |
|
|
2024
Q1 | $263K | Buy |
15,350
+1,110
| +8% | +$19K | 0.02% | 287 |
|
|
2023
Q4 | $270K | Sell |
14,240
-5,660
| -28% | -$107K | 0.03% | 252 |
|
|
2023
Q3 | $328K | Buy |
19,900
+250
| +1% | +$4.12K | 0.04% | 208 |
|
|
2023
Q2 | $354K | Sell |
19,650
-2,500
| -11% | -$45K | 0.04% | 193 |
|
|
2023
Q1 | $402K | Sell |
22,150
-10
| -0% | -$181 | 0.05% | 177 |
|
|
2022
Q4 | $338K | Sell |
22,160
-155
| -0.7% | -$2.37K | 0.04% | 197 |
|
|
2022
Q3 | $286K | Hold |
22,315
| – | – | 0.04% | 191 |
|
|
2022
Q2 | $365K | Buy |
22,315
+165
| +0.7% | +$2.7K | 0.06% | 174 |
|
|
2022
Q1 | $456K | Sell |
22,150
-2,800
| -11% | -$57.6K | 0.07% | 144 |
|
|
2021
Q4 | $631K | Sell |
24,950
-700
| -3% | -$17.7K | 0.09% | 121 |
|
|
2021
Q3 | $567K | Buy |
25,650
+10,650
| +71% | +$235K | 0.1% | 116 |
|
|
2021
Q2 | $292K | Sell |
15,000
-5,135
| -26% | -$100K | 0.06% | 155 |
|
|
2021
Q1 | $427K | Sell |
20,135
-5,000
| -20% | -$106K | 0.09% | 119 |
|
|
2020
Q4 | $508K | Hold |
25,135
| – | – | 0.12% | 104 |
|
|
2020
Q3 | $386K | Sell |
25,135
-5,080
| -17% | -$78K | 0.11% | 107 |
|
|
2020
Q2 | $418K | Hold |
30,215
| – | – | 0.12% | 116 |
|
|
2020
Q1 | $358K | Sell |
30,215
-10,270
| -25% | -$122K | 0.13% | 150 |
|
|
2019
Q4 | $551K | Buy |
+40,485
| New | +$551K | 0.17% | 137 |
|