Riverwater Partners’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $588K | Sell |
22,580
-2,810
| -11% | -$73.1K | 0.28% | 100 |
|
|
2025
Q1 | $645K | Sell |
25,390
-1,210
| -5% | -$30.7K | 0.33% | 83 |
|
|
2024
Q4 | $563K | Hold |
26,600
| – | – | 0.27% | 97 |
|
|
2024
Q3 | $505K | Buy |
26,600
+8,580
| +48% | +$163K | 0.25% | 108 |
|
|
2024
Q2 | $306K | Sell |
18,020
-15,930
| -47% | -$271K | 0.23% | 137 |
|
|
2024
Q1 | $582K | Sell |
33,950
-1,275
| -4% | -$21.9K | 0.43% | 64 |
|
|
2023
Q4 | $667K | Hold |
35,225
| – | – | 0.53% | 51 |
|
|
2023
Q3 | $581K | Sell |
35,225
-1,725
| -5% | -$28.4K | 0.53% | 52 |
|
|
2023
Q2 | $665K | Hold |
36,950
| – | – | 0.59% | 49 |
|
|
2023
Q1 | $670K | Buy |
36,950
+4,115
| +13% | +$74.6K | 0.62% | 50 |
|
|
2022
Q4 | $501K | Buy |
32,835
+4,455
| +16% | +$68K | 0.43% | 74 |
|
|
2022
Q3 | $364K | Hold |
28,380
| – | – | 0.36% | 92 |
|
|
2022
Q2 | $464K | Buy |
+28,380
| New | +$464K | 0.47% | 66 |
|
|
2022
Q1 | – | Sell |
-29,915
| Closed | -$756K | – | 197 |
|
|
2021
Q4 | $756K | Buy |
+29,915
| New | +$756K | 0.67% | 42 |
|