San Francisco Sentry Investment Group’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $525K | Sell |
27,000
-53,450
| -66% | -$1.04M | 0.27% | 102 |
|
|
2021
Q1 | $1.68M | Buy |
80,450
+2,350
| +3% | +$49.1K | 0.72% | 26 |
|
|
2020
Q4 | $1.58M | Hold |
78,100
| – | – | 0.74% | 23 |
|
|
2020
Q3 | $1.2M | Buy |
78,100
+3,600
| +5% | +$55.3K | 0.62% | 30 |
|
|
2020
Q2 | $1.03M | Sell |
74,500
-7,375
| -9% | -$102K | 0.55% | 32 |
|
|
2020
Q1 | $969K | Buy |
81,875
+1,025
| +1% | +$12.1K | 0.61% | 33 |
|
|
2019
Q4 | $1.1M | Buy |
80,850
+29,125
| +56% | +$396K | 0.49% | 39 |
|
|
2019
Q3 | $612K | Hold |
51,725
| – | – | 0.28% | 87 |
|
|
2019
Q2 | $542K | Buy |
51,725
+31,150
| +151% | +$326K | 0.25% | 97 |
|
|
2019
Q1 | $174K | Sell |
20,575
-42,475
| -67% | -$359K | 0.08% | 221 |
|
|
2018
Q4 | $609K | Sell |
63,050
-175
| -0.3% | -$1.69K | 0.29% | 67 |
|
|
2018
Q3 | $767K | Buy |
63,225
+7,825
| +14% | +$94.9K | 0.29% | 55 |
|
|
2018
Q2 | $568K | Sell |
55,400
-9,000
| -14% | -$92.3K | 0.24% | 83 |
|
|
2018
Q1 | $623K | Buy |
64,400
+9,900
| +18% | +$95.8K | 0.18% | 114 |
|
|
2017
Q4 | $490K | Hold |
54,500
| – | – | 0.14% | 143 |
|
|
2017
Q3 | $407K | Hold |
54,500
| – | – | 0.14% | 166 |
|
|
2017
Q2 | $416K | Buy |
54,500
+1,500
| +3% | +$11.5K | 0.15% | 143 |
|
|
2017
Q1 | $358K | Buy |
+53,000
| New | +$358K | 0.2% | 123 |
|
|
2014
Q2 | – | Sell |
-130
| Closed | – | – | 658 |
|
|
2014
Q1 | $0 | Hold |
130
| – | – | ﹤0.01% | 676 |
|
|
2013
Q4 | $0 | Hold |
130
| – | – | ﹤0.01% | 661 |
|
|
2013
Q3 | $1K | Buy |
+130
| New | +$1K | ﹤0.01% | 627 |
|