Stamos Capital Partners’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.23M | Buy |
85,553
+34,241
| +67% | +$891K | 0.4% | 74 |
|
|
2025
Q1 | $1.3M | Buy |
51,312
+27,592
| +116% | +$701K | 0.34% | 86 |
|
|
2024
Q4 | $502K | Sell |
23,720
-79,330
| -77% | -$1.68M | 0.12% | 119 |
|
|
2024
Q3 | $1.99M | Sell |
103,050
-20,600
| -17% | -$398K | 0.47% | 67 |
|
|
2024
Q2 | $2.1M | Buy |
123,650
+24,700
| +25% | +$420K | 0.45% | 63 |
|
|
2024
Q1 | $1.7M | Buy |
98,950
+71,650
| +262% | +$1.23M | 0.39% | 62 |
|
|
2023
Q4 | $517K | Buy |
+27,300
| New | +$517K | 0.14% | 97 |
|
|
2023
Q3 | – | Sell |
-99,550
| Closed | -$1.79M | – | 115 |
|
|
2023
Q2 | $1.79M | Sell |
99,550
-17,300
| -15% | -$312K | 0.42% | 70 |
|
|
2023
Q1 | $2.12M | Buy |
116,850
+51,500
| +79% | +$934K | 0.55% | 57 |
|
|
2022
Q4 | $997K | Buy |
65,350
+34,450
| +111% | +$526K | 0.32% | 75 |
|
|
2022
Q3 | $396K | Buy |
+30,900
| New | +$396K | 0.1% | 158 |
|