Ritholtz Wealth Management’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.83M | Sell |
185,233
-73,405
| -28% | -$1.64M | 0.07% | 216 |
|
|
2025
Q4 | $6.62M | Buy |
258,638
+2,887
| +1% | +$81K | 0.12% | 101 |
|
|
2025
Q3 | $7.36M | Buy |
255,751
+44,113
| +21% | +$1.19M | 0.14% | 82 |
|
|
2025
Q2 | $5.51M | Buy |
211,638
+17,812
| +9% | +$446K | 0.12% | 98 |
|
|
2025
Q1 | $4.92M | Buy |
193,826
+24,667
| +15% | +$570K | 0.15% | 92 |
|
|
2024
Q4 | $3.58M | Sell |
169,159
-2,626
| -2% | -$51.1K | 0.11% | 117 |
|
|
2024
Q3 | $3.32M | Buy |
171,785
+47,585
| +38% | +$867K | 0.1% | 142 |
|
|
2024
Q2 | $2.11M | Buy |
124,200
+26,480
| +27% | +$438K | 0.07% | 196 |
|
|
2024
Q1 | $1.68M | Buy |
97,720
+925
| +1% | +$17K | 0.06% | 231 |
|
|
2023
Q4 | $1.83M | Buy |
96,795
+5,040
| +5% | +$87.4K | 0.07% | 187 |
|
|
2023
Q3 | $1.51M | Buy |
91,755
+180
| +0.2% | +$3.14K | 0.07% | 196 |
|
|
2023
Q2 | $1.65M | Buy |
91,575
+1,805
| +2% | +$33.9K | 0.07% | 174 |
|
|
2023
Q1 | $1.63M | Buy |
89,770
+5,005
| +6% | +$86.7K | 0.08% | 157 |
|
|
2022
Q4 | $1.29M | Buy |
84,765
+16,335
| +24% | +$244K | 0.07% | 192 |
|
|
2022
Q3 | $877K | Sell |
68,430
-25,030
| -27% | -$401K | 0.05% | 272 |
|
|
2022
Q2 | $1.53M | Sell |
93,460
-15,430
| -14% | -$273K | 0.1% | 129 |
|
|
2022
Q1 | $2.24M | Sell |
108,890
-6,545
| -6% | -$142K | 0.15% | 80 |
|
|
2021
Q4 | $2.92M | Sell |
115,435
-345
| -0.3% | -$8.21K | 0.18% | 57 |
|
|
2021
Q3 | $2.56M | Buy |
115,780
+13,245
| +13% | +$277K | 0.18% | 62 |
|
|
2021
Q2 | $1.99M | Buy |
102,535
+5,820
| +6% | +$118K | 0.14% | 70 |
|
|
2021
Q1 | $2.05M | Buy |
96,715
+10,240
| +12% | +$216K | 0.17% | 63 |
|
|
2020
Q4 | $1.75M | Buy |
86,475
+8,870
| +11% | +$154K | 0.17% | 63 |
|
|
2020
Q3 | $1.19M | Buy |
77,605
+8,990
| +13% | +$140K | 0.13% | 70 |
|
|
2020
Q2 | $949K | Buy |
68,615
+35,745
| +109% | +$465K | 0.12% | 72 |
|
|
2020
Q1 | $389K | Buy |
+32,870
| New | +$431K | 0.06% | 91 |
|
Other funds holding SONY
MIP
