Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$14.2M Sell
687,517
-16,093
-2% -$361K 0.66% 42
2025
Q4
$18M Buy
703,610
+2,665
+0.4% +$74.8K 0.81% 34
2025
Q3
$20.2M Buy
700,945
+7,523
+1% +$202K 0.93% 23
2025
Q2
$18M Buy
693,422
+13,815
+2% +$346K 0.79% 35
2025
Q1
$17.3M Sell
679,607
-14,654
-2% -$339K 0.79% 36
2024
Q4
$14.7M Sell
694,261
-20,249
-3% -$394K 0.96% 29
2024
Q3
$13.8M Buy
714,510
+2,330
+0.3% +$42.5K 0.95% 32
2024
Q2
$12.1M Sell
712,180
-2,280
-0.3% -$37.7K 0.88% 33
2024
Q1
$12.3M Buy
714,460
+21,290
+3% +$391K 0.95% 32
2023
Q4
$13.1M Sell
693,170
-4,270
-0.6% -$74.1K 1.12% 26
2023
Q3
$11.5M Sell
697,440
-12,180
-2% -$213K 1.09% 27
2023
Q2
$12.8M Sell
709,620
-7,445
-1% -$140K 1.14% 25
2023
Q1
$13M Sell
717,065
-8,195
-1% -$142K 1.2% 23
2022
Q4
$11.1M Sell
725,260
-14,375
-2% -$215K 1.02% 30
2022
Q3
$9.47M Sell
739,635
-3,115
-0.4% -$49.9K 0.94% 33
2022
Q2
$12.1M Buy
742,750
+1,105
+0.1% +$19.6K 1.14% 23
2022
Q1
$15.2M Sell
741,645
-4,205
-0.6% -$91.4K 1.21% 22
2021
Q4
$18.9M Sell
745,850
-49,735
-6% -$1.18M 1.47% 16
2021
Q3
$17.6M Buy
795,585
+13,990
+2% +$293K 1.48% 19
2021
Q2
$15.2M Sell
781,595
-325
-0% -$6.58K 1.31% 21
2021
Q1
$16.6M Sell
781,920
-3,370
-0.4% -$71.2K 1.55% 18
2020
Q4
$15.9M Sell
785,290
-6,060
-0.8% -$105K 1.56% 18
2020
Q3
$12.1M Buy
791,350
+15,720
+2% +$244K 1.27% 24
2020
Q2
$10.7M Buy
775,630
+175,045
+29% +$2.27M 1.31% 21
2020
Q1
$7.11M Sell
600,585
-43,995
-7% -$577K 1.06% 31
2019
Q4
$8.77M Buy
644,580
+10,970
+2% +$137K 1.01% 30
2019
Q3
$7.49M Sell
633,610
-98,630
-13% -$1.11M 0.94% 33
2019
Q2
$7.67M Sell
732,240
-4,905
-0.7% -$48.2K 0.88% 39
2019
Q1
$6.23M Sell
737,145
-16,055
-2% -$150K 0.64% 56
2018
Q4
$7.27M Buy
753,200
+215,805
+40% +$2.28M 0.84% 44
2018
Q3
$6.52M Buy
537,395
+356,330
+197% +$3.92M 0.67% 52
2018
Q2
$1.86M Buy
+181,065
New +$1.76M 0.21% 109

Other funds holding SONY