Schechter Investment Advisors’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.02M | Sell |
40,306
-4,806
| -11% | -$122K | 0.08% | 231 |
|
|
2024
Q4 | $955K | Sell |
45,112
-1,118
| -2% | -$23.7K | 0.07% | 248 |
|
|
2024
Q3 | $893K | Buy |
46,230
+3,700
| +9% | +$71.5K | 0.07% | 272 |
|
|
2024
Q2 | $723K | Sell |
42,530
-3,675
| -8% | -$62.4K | 0.05% | 299 |
|
|
2024
Q1 | $792K | Buy |
46,205
+2,500
| +6% | +$42.9K | 0.06% | 288 |
|
|
2023
Q4 | $828K | Buy |
43,705
+2,485
| +6% | +$47.1K | 0.07% | 262 |
|
|
2023
Q3 | $679K | Sell |
41,220
-2,280
| -5% | -$37.6K | 0.07% | 289 |
|
|
2023
Q2 | $783K | Sell |
43,500
-1,470
| -3% | -$26.5K | 0.07% | 290 |
|
|
2023
Q1 | $815K | Buy |
44,970
+1,460
| +3% | +$26.5K | 0.08% | 299 |
|
|
2022
Q4 | $664K | Buy |
43,510
+25,295
| +139% | +$386K | 0.06% | 422 |
|
|
2022
Q3 | $233K | Sell |
18,215
-17,905
| -50% | -$229K | 0.02% | 790 |
|
|
2022
Q2 | $591K | Buy |
36,120
+2,550
| +8% | +$41.7K | 0.06% | 472 |
|
|
2022
Q1 | $690K | Sell |
33,570
-11,145
| -25% | -$229K | 0.06% | 427 |
|
|
2021
Q4 | $1.13M | Buy |
+44,715
| New | +$1.13M | 0.1% | 260 |
|