SageView Advisory Group’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $967K | Buy |
39,688
+170
| +0.4% | +$4.14K | 0.04% | 250 |
|
|
2025
Q1 | $1M | Buy |
39,518
+167
| +0.4% | +$4.24K | 0.04% | 227 |
|
|
2024
Q4 | $833K | Sell |
39,351
-44
| -0.1% | -$931 | 0.04% | 250 |
|
|
2024
Q3 | $761K | Sell |
39,395
-4,340
| -10% | -$83.8K | 0.04% | 234 |
|
|
2024
Q2 | $743K | Buy |
+43,735
| New | +$743K | 0.03% | 269 |
|
|
2024
Q1 | – | Sell |
-47,845
| Closed | -$932K | – | 798 |
|
|
2023
Q4 | $932K | Buy |
+47,845
| New | +$932K | 0.04% | 269 |
|