Salem Investment Counselors’s Sony SONY Stock Holding History

Salem Investment Counselors’s Portfolio SONY Stock Details SONY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.92K	Hold	345	–	–	﹤0.01%	967
2026 Q1	$7.14K	Buy	+345	New	+$7.73K	﹤0.01%	933
2025 Q4	–	Sell	-345	Closed	-$9.96K	–	1028
2025 Q3	$9.96K	Hold	345	–	–	﹤0.01%	882
2025 Q2	$8.98K	Hold	345	–	–	﹤0.01%	872
2025 Q1	$8.76K	Hold	345	–	–	﹤0.01%	854
2024 Q4	$7.3K	Hold	345	–	–	﹤0.01%	871
2024 Q3	$6.66K	Hold	345	–	–	﹤0.01%	892
2024 Q2	$5.86K	Hold	345	–	–	﹤0.01%	902
2024 Q1	$5.92K	Hold	345	–	–	﹤0.01%	904
2023 Q4	$6.53K	Hold	345	–	–	﹤0.01%	871
2023 Q3	$5.69K	Sell	345 -530	-61%	-$9.25K	﹤0.01%	878
2023 Q2	$15.8K	Buy	875 +530	+154%	+$9.94K	﹤0.01%	744
2023 Q1	$6.25K	Hold	345	–	–	﹤0.01%	884
2022 Q4	$5.26K	Hold	345	–	–	﹤0.01%	876
2022 Q3	$4K	Hold	345	–	–	﹤0.01%	890
2022 Q2	$6K	Hold	345	–	–	﹤0.01%	871
2022 Q1	$7K	Hold	345	–	–	﹤0.01%	815
2021 Q4	$9K	Hold	345	–	–	﹤0.01%	847
2021 Q3	$8K	Hold	345	–	–	﹤0.01%	800
2021 Q2	$7K	Hold	345	–	–	﹤0.01%	764
2021 Q1	$7K	Buy	+345	New	+$7.29K	﹤0.01%	726
2017 Q2	–	Sell	-10,200	Closed	-$73K	–	745
2017 Q1	$73K	Buy	10,200 +9,615	+1,644%	+$59.9K	0.01%	335
2016 Q4	$3K	Buy	+585	New	+$3.56K	﹤0.01%	591

Other funds holding SONY

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Blue Square Asset Management New York $247M AUM 28.81% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Successful Portfolios Clearwater, Florida $214M AUM 38.71% 1-Year Est. Return

Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return