Sage Mountain 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 | $231K | Buy |
8,883
+327
| +4% | +$8.51K | 0.02% | 381 |
|
|
2025
Q1 | $217K | Buy |
+8,556
| New | +$217K | 0.02% | 361 |
|
|
2024
Q4 | – | Sell |
-13,620
| Closed | -$263K | – | 514 |
|
|
2024
Q3 | $263K | Buy |
13,620
+630
| +5% | +$12.2K | 0.02% | 313 |
|
|
2024
Q2 | $221K | Buy |
12,990
+890
| +7% | +$15.1K | 0.02% | 318 |
|
|
2024
Q1 | $207K | Buy |
12,100
+20
| +0.2% | +$343 | 0.02% | 313 |
|
|
2023
Q4 | $229K | Buy |
+12,080
| New | +$229K | 0.03% | 243 |
|