Sequoia Financial Advisors’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.29M | Buy |
126,542
+13,450
| +12% | +$350K | 0.02% | 358 |
|
|
2025
Q1 | $2.87M | Buy |
113,092
+29,523
| +35% | +$750K | 0.02% | 365 |
|
|
2024
Q4 | $1.77M | Sell |
83,569
-12,941
| -13% | -$274K | 0.02% | 434 |
|
|
2024
Q3 | $1.86M | Buy |
96,510
+2,265
| +2% | +$43.7K | 0.02% | 391 |
|
|
2024
Q2 | $1.6M | Sell |
94,245
-7,475
| -7% | -$127K | 0.02% | 375 |
|
|
2024
Q1 | $1.74M | Sell |
101,720
-69,900
| -41% | -$1.2M | 0.02% | 354 |
|
|
2023
Q4 | $3.25M | Buy |
171,620
+93,965
| +121% | +$1.78M | 0.04% | 264 |
|
|
2023
Q3 | $1.28M | Buy |
77,655
+260
| +0.3% | +$4.29K | 0.02% | 293 |
|
|
2023
Q2 | $1.39M | Buy |
77,395
+3,335
| +5% | +$60.1K | 0.02% | 292 |
|
|
2023
Q1 | $1.34M | Buy |
74,060
+3,905
| +6% | +$70.8K | 0.03% | 268 |
|
|
2022
Q4 | $1.07M | Buy |
70,155
+52,845
| +305% | +$806K | 0.03% | 275 |
|
|
2022
Q3 | $222K | Sell |
17,310
-10,740
| -38% | -$138K | 0.01% | 466 |
|
|
2022
Q2 | $459K | Buy |
28,050
+580
| +2% | +$9.49K | 0.01% | 339 |
|
|
2022
Q1 | $564K | Buy |
27,470
+8,680
| +46% | +$178K | 0.01% | 326 |
|
|
2021
Q4 | $475K | Buy |
+18,790
| New | +$475K | 0.01% | 333 |
|
|
2021
Q1 | – | Sell |
-10,110
| Closed | -$204K | – | 463 |
|
|
2020
Q4 | $204K | Buy |
+10,110
| New | +$204K | 0.01% | 396 |
|