Steward Partners Investment Advisory’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $494K | Buy |
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|
2025
Q1 | $392K | Buy |
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|
2024
Q4 | $317K | Sell |
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|
2024
Q3 | $293K | Buy |
|
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|
2024
Q2 | $211K | Buy |
|
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|
2024
Q1 | $143K | Buy |
|
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|
2023
Q4 | $140K | Sell |
|
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|
2023
Q3 | $156K | Buy |
|
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|
2023
Q2 | $76.6K | Hold |
|
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|
2023
Q1 | $77K | Sell |
|
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|
2022
Q4 | $65.5K | Sell |
|
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|
2022
Q3 | $64K | Sell |
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|
2022
Q2 | $84K | Sell |
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|
2022
Q1 | $108K | Sell |
|
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|
2021
Q4 | $195K | Buy |
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|
2021
Q3 | $160K | Sell |
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|
2021
Q2 | $153K | Buy |
|
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|
2021
Q1 | $152K | Buy |
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|
2020
Q4 | $104K | Buy |
|
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|
2020
Q3 | $40K | Buy |
|
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|
2020
Q2 | $34K | Buy |
|
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|
2020
Q1 | $20K | Sell |
|
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|
2019
Q4 | $31K | Sell |
|
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|
2019
Q3 | $30K | Buy |
|
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|
2019
Q2 | $22K | Buy |
|
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|
2018
Q4 | – | Sell |
|
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|
2018
Q3 | $43K | Buy |
|
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|
2018
Q2 | $1K | Buy |
|
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|
2017
Q4 | – | Sell |
|
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|
2017
Q3 | $2K | Sell |
|
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|
2017
Q2 | $42K | Buy |
|
|||||
|
2017
Q1 | $5K | Buy |
|
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|
2016
Q4 | $1K | Buy |
|