Rothschild Investment LLC’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $168K | Buy |
6,467
+225
| +4% | +$5.86K | 0.01% | 544 |
|
|
2025
Q1 | $158K | Sell |
6,242
-267
| -4% | -$6.78K | 0.01% | 540 |
|
|
2024
Q4 | $138K | Sell |
6,509
-931
| -13% | -$19.7K | 0.01% | 581 |
|
|
2024
Q3 | $144K | Buy |
7,440
+180
| +2% | +$3.48K | 0.01% | 585 |
|
|
2024
Q2 | $123K | Buy |
7,260
+2,120
| +41% | +$36K | 0.01% | 589 |
|
|
2024
Q1 | $88.1K | Buy |
5,140
+235
| +5% | +$4.03K | 0.01% | 618 |
|
|
2023
Q4 | $92.9K | Buy |
+4,905
| New | +$92.9K | 0.01% | 546 |
|