Spire Wealth Management’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $244K | Buy |
9,379
+4,504
| +92% | +$117K | 0.01% | 712 |
|
|
2025
Q1 | $124K | Sell |
4,875
-870
| -15% | -$22.1K | ﹤0.01% | 962 |
|
|
2024
Q4 | $122K | Buy |
5,745
+870
| +18% | +$18.4K | ﹤0.01% | 970 |
|
|
2024
Q3 | $94.2K | Hold |
4,875
| – | – | ﹤0.01% | 929 |
|
|
2024
Q2 | $82.8K | Buy |
4,875
+4,325
| +786% | +$73.5K | ﹤0.01% | 957 |
|
|
2024
Q1 | $9.43K | Sell |
550
-5,200
| -90% | -$89.2K | ﹤0.01% | 1731 |
|
|
2023
Q4 | $114K | Sell |
5,750
-835
| -13% | -$16.5K | ﹤0.01% | 958 |
|
|
2023
Q3 | $109K | Sell |
6,585
-1,750
| -21% | -$28.8K | ﹤0.01% | 930 |
|
|
2023
Q2 | $150K | Buy |
8,335
+490
| +6% | +$8.82K | 0.01% | 820 |
|
|
2023
Q1 | $142K | Buy |
7,845
+4,295
| +121% | +$77.9K | 0.01% | 844 |
|
|
2022
Q4 | $54K | Buy |
3,550
+1,845
| +108% | +$28.1K | ﹤0.01% | 965 |
|
|
2022
Q3 | $22K | Sell |
1,705
-8,785
| -84% | -$113K | ﹤0.01% | 1300 |
|
|
2022
Q2 | $172K | Buy |
10,490
+6,685
| +176% | +$110K | 0.01% | 819 |
|
|
2022
Q1 | $78K | Sell |
3,805
-6,000
| -61% | -$123K | ﹤0.01% | 1269 |
|
|
2021
Q4 | $248K | Buy |
9,805
+7,430
| +313% | +$188K | 0.01% | 1004 |
|
|
2021
Q3 | $53K | Hold |
2,375
| – | – | ﹤0.01% | 1455 |
|
|
2021
Q2 | $46K | Sell |
2,375
-7,635
| -76% | -$148K | ﹤0.01% | 1517 |
|
|
2021
Q1 | $161K | Buy |
+10,010
| New | +$161K | ﹤0.01% | 1165 |
|