Stephens Inc’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $202K | Sell |
9,753
-5,214
| -35% | -$117K | ﹤0.01% | 1207 |
|
|
2025
Q4 | $383K | Buy |
14,967
+1,592
| +12% | +$44.7K | ﹤0.01% | 943 |
|
|
2025
Q3 | $385K | Sell |
13,375
-207
| -2% | -$5.57K | ﹤0.01% | 942 |
|
|
2025
Q2 | $354K | Sell |
13,582
-829
| -6% | -$20.7K | ﹤0.01% | 954 |
|
|
2025
Q1 | $366K | Buy |
14,411
+108
| +0.8% | +$2.5K | 0.01% | 917 |
|
|
2024
Q4 | $303K | Sell |
14,303
-882
| -6% | -$17.2K | ﹤0.01% | 1010 |
|
|
2024
Q3 | $293K | Sell |
15,185
-650
| -4% | -$11.8K | ﹤0.01% | 1038 |
|
|
2024
Q2 | $269K | Sell |
15,835
-6,735
| -30% | -$111K | ﹤0.01% | 1048 |
|
|
2024
Q1 | $387K | Buy |
22,570
+420
| +2% | +$7.72K | 0.01% | 917 |
|
|
2023
Q4 | $419K | Buy |
22,150
+2,135
| +11% | +$37K | 0.01% | 811 |
|
|
2023
Q3 | $330K | Sell |
20,015
-280
| -1% | -$4.89K | 0.01% | 875 |
|
|
2023
Q2 | $365K | Sell |
20,295
-665
| -3% | -$12.5K | 0.01% | 851 |
|
|
2023
Q1 | $380K | Buy |
20,960
+4,860
| +30% | +$84.2K | 0.01% | 801 |
|
|
2022
Q4 | $246K | Sell |
16,100
-3,315
| -17% | -$49.5K | 0.01% | 930 |
|
|
2022
Q3 | $249K | Buy |
19,415
+1,540
| +9% | +$24.7K | 0.01% | 952 |
|
|
2022
Q2 | $292K | Sell |
17,875
-7,900
| -31% | -$140K | 0.01% | 929 |
|
|
2022
Q1 | $529K | Sell |
25,775
-5,180
| -17% | -$113K | 0.01% | 785 |
|
|
2021
Q4 | $783K | Sell |
30,955
-7,845
| -20% | -$187K | 0.01% | 705 |
|
|
2021
Q3 | $858K | Buy |
38,800
+405
| +1% | +$8.48K | 0.01% | 697 |
|
|
2021
Q2 | $747K | Sell |
38,395
-455
| -1% | -$9.22K | 0.01% | 748 |
|
|
2021
Q1 | $824K | Sell |
38,850
-2,685
| -6% | -$56.7K | 0.01% | 682 |
|
|
2020
Q4 | $840K | Buy |
41,535
+2,175
| +6% | +$37.8K | 0.02% | 634 |
|
|
2020
Q3 | $604K | Buy |
39,360
+20,120
| +105% | +$313K | 0.01% | 682 |
|
|
2020
Q2 | $266K | Buy |
+19,240
| New | +$250K | 0.01% | 874 |
|
|
2019
Q1 | – | Sell |
-64,545
| Closed | -$623K | – | 1205 |
|
|
2018
Q4 | $623K | Buy |
+64,545
| New | +$683K | 0.02% | 636 |
|
|
2014
Q3 | – | Sell |
-51,250
| Closed | -$172K | – | 861 |
|
|
2014
Q2 | $172K | Sell |
51,250
-1,500
| -3% | -$5.18K | 0.01% | 764 |
|
|
2014
Q1 | $202K | Hold |
52,750
| – | – | 0.01% | 708 |
|
|
2013
Q4 | $182K | Buy |
52,750
+375
| +0.7% | +$1.39K | 0.01% | 780 |
|
|
2013
Q3 | $225K | Buy |
52,375
+1,500
| +3% | +$6.36K | 0.01% | 676 |
|
|
2013
Q2 | $216K | Buy |
+50,875
| New | +$191K | 0.01% | 623 |
|
Other funds holding SONY
MIP
