Scharf Investments’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.69M | Hold |
103,275
| – | – | 0.08% | 43 |
|
|
2025
Q1 | $2.62M | Sell |
103,275
-1,170
| -1% | -$29.7K | 0.08% | 39 |
|
|
2024
Q4 | $2.21M | Hold |
104,445
| – | – | 0.07% | 42 |
|
|
2024
Q3 | $2.02M | Buy |
104,445
+4,300
| +4% | +$83.1K | 0.06% | 41 |
|
|
2024
Q2 | $1.7M | Buy |
100,145
+8,530
| +9% | +$145K | 0.05% | 44 |
|
|
2024
Q1 | $1.57M | Buy |
91,615
+3,400
| +4% | +$58.3K | 0.04% | 43 |
|
|
2023
Q4 | $1.67M | Sell |
88,215
-9,500
| -10% | -$180K | 0.05% | 40 |
|
|
2023
Q3 | $1.61M | Sell |
97,715
-7,000
| -7% | -$115K | 0.05% | 36 |
|
|
2023
Q2 | $1.89M | Hold |
104,715
| – | – | 0.06% | 35 |
|
|
2023
Q1 | $1.9M | Buy |
104,715
+36,700
| +54% | +$665K | 0.06% | 30 |
|
|
2022
Q4 | $1.04M | Buy |
68,015
+22,690
| +50% | +$346K | 0.03% | 42 |
|
|
2022
Q3 | $581K | Sell |
45,325
-535
| -1% | -$6.86K | 0.02% | 48 |
|
|
2022
Q2 | $765K | Buy |
45,860
+5,950
| +15% | +$99.3K | 0.03% | 44 |
|
|
2022
Q1 | $820K | Sell |
39,910
-560
| -1% | -$11.5K | 0.02% | 44 |
|
|
2021
Q4 | $1.02M | Hold |
40,470
| – | – | 0.03% | 43 |
|
|
2021
Q3 | $895K | Hold |
40,470
| – | – | 0.03% | 43 |
|
|
2021
Q2 | $787K | Sell |
40,470
-1,740
| -4% | -$33.8K | 0.02% | 44 |
|
|
2021
Q1 | $895K | Sell |
42,210
-990
| -2% | -$21K | 0.03% | 36 |
|
|
2020
Q4 | $874K | Sell |
43,200
-700
| -2% | -$14.2K | 0.03% | 29 |
|
|
2020
Q3 | $674K | Sell |
43,900
-3,525
| -7% | -$54.1K | 0.03% | 29 |
|
|
2020
Q2 | $656K | Sell |
47,425
-6,465
| -12% | -$89.4K | 0.03% | 30 |
|
|
2020
Q1 | $638K | Sell |
53,890
-4,100
| -7% | -$48.5K | 0.03% | 32 |
|
|
2019
Q4 | $789K | Sell |
57,990
-3,370
| -5% | -$45.9K | 0.03% | 29 |
|
|
2019
Q3 | $726K | Sell |
61,360
-225
| -0.4% | -$2.66K | 0.03% | 30 |
|
|
2019
Q2 | $645K | Buy |
61,585
+5,520
| +10% | +$57.8K | 0.03% | 30 |
|
|
2019
Q1 | $474K | Sell |
56,065
-2,200
| -4% | -$18.6K | 0.02% | 38 |
|
|
2018
Q4 | $563K | Buy |
58,265
+29,890
| +105% | +$289K | 0.02% | 37 |
|
|
2018
Q3 | $344K | Sell |
28,375
-2,825
| -9% | -$34.2K | 0.01% | 41 |
|
|
2018
Q2 | $320K | Sell |
31,200
-3,125
| -9% | -$32.1K | 0.01% | 40 |
|
|
2018
Q1 | $332K | Sell |
34,325
-42,630
| -55% | -$412K | 0.01% | 43 |
|
|
2017
Q4 | $692K | Buy |
+76,955
| New | +$692K | 0.02% | 45 |
|