Sowell Financial Services’s Sony SONY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $347K | Buy |
13,318
+474
| +4% | +$12.3K | 0.01% | 728 |
|
2025
Q1 | $326K | Sell |
12,844
-8,527
| -40% | -$216K | 0.01% | 727 |
|
2024
Q4 | $452K | Buy |
+21,371
| New | +$452K | 0.02% | 422 |
|
2022
Q1 | – | Sell |
-98,590
| Closed | -$2.49M | – | 454 |
|
2021
Q4 | $2.49M | Buy |
98,590
+4,015
| +4% | +$101K | 0.14% | 164 |
|
2021
Q3 | $2.09M | Sell |
94,575
-25,930
| -22% | -$574K | 0.14% | 171 |
|
2021
Q2 | $2.34M | Buy |
120,505
+88,280
| +274% | +$1.72M | 0.16% | 164 |
|
2021
Q1 | $630K | Buy |
32,225
+200
| +0.6% | +$3.91K | 0.02% | 559 |
|
2020
Q4 | $648K | Buy |
32,025
+2,175
| +7% | +$44K | 0.03% | 449 |
|
2020
Q3 | $458K | Buy |
29,850
+750
| +3% | +$11.5K | 0.02% | 489 |
|
2020
Q2 | $402K | Buy |
29,100
+21,050
| +261% | +$291K | 0.02% | 511 |
|
2020
Q1 | $95K | Buy |
8,050
+6,095
| +312% | +$71.9K | 0.01% | 860 |
|
2019
Q4 | $27K | Buy |
1,955
+560
| +40% | +$7.73K | ﹤0.01% | 1331 |
|
2019
Q3 | $16K | Buy |
+1,395
| New | +$16K | ﹤0.01% | 1370 |
|