SkyOak Wealth’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-12,500
| Closed | -$206K | – | 255 |
|
|
2023
Q3 | $206K | Hold |
12,500
| – | – | 0.06% | 216 |
|
|
2023
Q2 | $225K | Hold |
12,500
| – | – | 0.06% | 209 |
|
|
2023
Q1 | $227K | Buy |
+12,500
| New | +$227K | 0.07% | 208 |
|
|
2022
Q3 | – | Sell |
-12,500
| Closed | -$204K | – | 232 |
|
|
2022
Q2 | $204K | Sell |
12,500
-1,750
| -12% | -$28.6K | 0.07% | 190 |
|
|
2022
Q1 | $293K | Hold |
14,250
| – | – | 0.08% | 181 |
|
|
2021
Q4 | $360K | Hold |
14,250
| – | – | 0.09% | 164 |
|
|
2021
Q3 | $315K | Hold |
14,250
| – | – | 0.08% | 167 |
|
|
2021
Q2 | $277K | Hold |
14,250
| – | – | 0.07% | 184 |
|
|
2021
Q1 | $298K | Hold |
14,250
| – | – | 0.08% | 170 |
|
|
2020
Q4 | $288K | Hold |
14,250
| – | – | 0.09% | 170 |
|
|
2020
Q3 | $219K | Buy |
+14,250
| New | +$219K | 0.08% | 180 |
|