Simon Quick 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 | $600K | Buy |
23,041
+5,668
| +33% | +$148K | 0.02% | 375 |
|
|
2025
Q1 | $441K | Buy |
17,373
+6,279
| +57% | +$159K | 0.03% | 327 |
|
|
2024
Q4 | $235K | Buy |
+11,094
| New | +$235K | 0.01% | 405 |
|
|
2023
Q4 | – | Sell |
-13,070
| Closed | -$215K | – | 379 |
|
|
2023
Q3 | $215K | Buy |
13,070
+85
| +0.7% | +$1.4K | 0.02% | 296 |
|
|
2023
Q2 | $234K | Buy |
12,985
+350
| +3% | +$6.3K | 0.02% | 252 |
|
|
2023
Q1 | $229K | Buy |
+12,635
| New | +$229K | 0.02% | 247 |
|
|
2020
Q4 | – | Sell |
-1,080
| Closed | -$17K | – | 541 |
|
|
2020
Q3 | $17K | Buy |
+1,080
| New | +$17K | ﹤0.01% | 312 |
|
|
2019
Q2 | – | Sell |
-5,000
| Closed | -$42K | – | 582 |
|
|
2019
Q1 | $42K | Buy |
+5,000
| New | +$42K | 0.02% | 223 |
|