Steward Partners Investment Advisory’s Sonos SONO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.1K | Hold |
1,025
| – | – | ﹤0.01% | 3163 |
|
|
2025
Q1 | $10.9K | Hold |
1,025
| – | – | ﹤0.01% | 3049 |
|
|
2024
Q4 | $15.4K | Sell |
1,025
-300
| -23% | -$4.51K | ﹤0.01% | 2907 |
|
|
2024
Q3 | $16.3K | Hold |
1,325
| – | – | ﹤0.01% | 2745 |
|
|
2024
Q2 | $19.6K | Hold |
1,325
| – | – | ﹤0.01% | 2552 |
|
|
2024
Q1 | $25.3K | Hold |
1,325
| – | – | ﹤0.01% | 2421 |
|
|
2023
Q4 | $22.7K | Sell |
1,325
-125
| -9% | -$2.14K | ﹤0.01% | 2346 |
|
|
2023
Q3 | $18.7K | Sell |
1,450
-120
| -8% | -$1.55K | ﹤0.01% | 2339 |
|
|
2023
Q2 | $25.6K | Hold |
1,570
| – | – | ﹤0.01% | 2173 |
|
|
2023
Q1 | $30.8K | Sell |
1,570
-268
| -15% | -$5.26K | ﹤0.01% | 2071 |
|
|
2022
Q4 | $31.1K | Hold |
1,838
| – | – | ﹤0.01% | 2028 |
|
|
2022
Q3 | $26K | Sell |
1,838
-75
| -4% | -$1.06K | ﹤0.01% | 2094 |
|
|
2022
Q2 | $35K | Buy |
1,913
+75
| +4% | +$1.37K | ﹤0.01% | 1974 |
|
|
2022
Q1 | $52K | Sell |
1,838
-887
| -33% | -$25.1K | ﹤0.01% | 1895 |
|
|
2021
Q4 | $81K | Sell |
2,725
-390
| -13% | -$11.6K | ﹤0.01% | 1680 |
|
|
2021
Q3 | $101K | Buy |
3,115
+1,900
| +156% | +$61.6K | ﹤0.01% | 1544 |
|
|
2021
Q2 | $43K | Sell |
1,215
-385
| -24% | -$13.6K | ﹤0.01% | 3653 |
|
|
2021
Q1 | $60K | Buy |
1,600
+160
| +11% | +$6K | ﹤0.01% | 1887 |
|
|
2020
Q4 | $34K | Sell |
1,440
-1,300
| -47% | -$30.7K | ﹤0.01% | 1852 |
|
|
2020
Q3 | $42K | Sell |
2,740
-425
| -13% | -$6.52K | ﹤0.01% | 1577 |
|
|
2020
Q2 | $46K | Buy |
3,165
+2,500
| +376% | +$36.3K | ﹤0.01% | 1449 |
|
|
2020
Q1 | $5K | Sell |
665
-1,425
| -68% | -$10.7K | ﹤0.01% | 2095 |
|
|
2019
Q4 | $32K | Buy |
2,090
+1,000
| +92% | +$15.3K | ﹤0.01% | 1591 |
|
|
2019
Q3 | $14K | Hold |
1,090
| – | – | ﹤0.01% | 1859 |
|
|
2019
Q2 | $12K | Buy |
+1,090
| New | +$12K | ﹤0.01% | 1906 |
|
|
2018
Q4 | – | Sell |
-740
| Closed | -$12K | – | 1952 |
|
|
2018
Q3 | $12K | Buy |
+740
| New | +$12K | ﹤0.01% | 1807 |
|