Rockbridge Investment Management’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-230
| Closed | -$4.36K | – | 537 |
|
|
2023
Q4 | $4.36K | Buy |
+230
| New | +$4.36K | ﹤0.01% | 479 |
|
|
2022
Q3 | – | Sell |
-375
| Closed | -$6.13K | – | 511 |
|
|
2022
Q2 | $6.13K | Hold |
375
| – | – | ﹤0.01% | 429 |
|
|
2022
Q1 | $7.72K | Hold |
375
| – | – | ﹤0.01% | 553 |
|
|
2021
Q4 | $9K | Hold |
375
| – | – | ﹤0.01% | 588 |
|
|
2021
Q3 | $8K | Buy |
375
+175
| +88% | +$3.73K | ﹤0.01% | 555 |
|
|
2021
Q2 | $4K | Hold |
200
| – | – | ﹤0.01% | 627 |
|
|
2021
Q1 | $4K | Buy |
+200
| New | +$4K | ﹤0.01% | 599 |
|