Steward Partners Investment Advisory’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $494K | Buy |
18,992
+3,549
| +23% | +$92.4K | ﹤0.01% | 1304 |
|
|
2025
Q1 | $392K | Buy |
15,443
+451
| +3% | +$11.5K | ﹤0.01% | 1321 |
|
|
2024
Q4 | $317K | Sell |
14,992
-193
| -1% | -$4.08K | ﹤0.01% | 1376 |
|
|
2024
Q3 | $293K | Buy |
15,185
+2,795
| +23% | +$54K | ﹤0.01% | 1348 |
|
|
2024
Q2 | $211K | Buy |
12,390
+4,075
| +49% | +$69.2K | ﹤0.01% | 1426 |
|
|
2024
Q1 | $143K | Buy |
8,315
+945
| +13% | +$16.2K | ﹤0.01% | 1589 |
|
|
2023
Q4 | $140K | Sell |
7,370
-2,120
| -22% | -$40.2K | ﹤0.01% | 1529 |
|
|
2023
Q3 | $156K | Buy |
9,490
+5,240
| +123% | +$86.4K | ﹤0.01% | 1394 |
|
|
2023
Q2 | $76.6K | Hold |
4,250
| – | – | ﹤0.01% | 1709 |
|
|
2023
Q1 | $77K | Sell |
4,250
-45
| -1% | -$816 | ﹤0.01% | 1690 |
|
|
2022
Q4 | $65.5K | Sell |
4,295
-680
| -14% | -$10.4K | ﹤0.01% | 1728 |
|
|
2022
Q3 | $64K | Sell |
4,975
-160
| -3% | -$2.06K | ﹤0.01% | 1677 |
|
|
2022
Q2 | $84K | Sell |
5,135
-135
| -3% | -$2.21K | ﹤0.01% | 1567 |
|
|
2022
Q1 | $108K | Sell |
5,270
-2,460
| -32% | -$50.4K | ﹤0.01% | 1577 |
|
|
2021
Q4 | $195K | Buy |
7,730
+485
| +7% | +$12.2K | ﹤0.01% | 1324 |
|
|
2021
Q3 | $160K | Sell |
7,245
-635
| -8% | -$14K | ﹤0.01% | 1361 |
|
|
2021
Q2 | $153K | Buy |
7,880
+720
| +10% | +$14K | ﹤0.01% | 1763 |
|
|
2021
Q1 | $152K | Buy |
7,160
+2,035
| +40% | +$43.1K | ﹤0.01% | 1421 |
|
|
2020
Q4 | $104K | Buy |
5,125
+2,550
| +99% | +$51.7K | ﹤0.01% | 1344 |
|
|
2020
Q3 | $40K | Buy |
2,575
+85
| +3% | +$1.32K | ﹤0.01% | 1603 |
|
|
2020
Q2 | $34K | Buy |
2,490
+730
| +41% | +$9.97K | ﹤0.01% | 1574 |
|
|
2020
Q1 | $20K | Sell |
1,760
-550
| -24% | -$6.25K | ﹤0.01% | 1618 |
|
|
2019
Q4 | $31K | Sell |
2,310
-245
| -10% | -$3.29K | ﹤0.01% | 1607 |
|
|
2019
Q3 | $30K | Buy |
2,555
+420
| +20% | +$4.93K | ﹤0.01% | 1584 |
|
|
2019
Q2 | $22K | Buy |
+2,135
| New | +$22K | ﹤0.01% | 1676 |
|
|
2018
Q4 | – | Sell |
-3,515
| Closed | -$43K | – | 1953 |
|
|
2018
Q3 | $43K | Buy |
3,515
+3,370
| +2,324% | +$41.2K | ﹤0.01% | 1266 |
|
|
2018
Q2 | $1K | Buy |
+145
| New | +$1K | ﹤0.01% | 2389 |
|
|
2017
Q4 | – | Sell |
-325
| Closed | -$2K | – | 1943 |
|
|
2017
Q3 | $2K | Sell |
325
-5,260
| -94% | -$32.4K | ﹤0.01% | 1523 |
|
|
2017
Q2 | $42K | Buy |
5,585
+4,805
| +616% | +$36.1K | ﹤0.01% | 667 |
|
|
2017
Q1 | $5K | Buy |
780
+450
| +136% | +$2.89K | ﹤0.01% | 1132 |
|
|
2016
Q4 | $1K | Buy |
+330
| New | +$1K | ﹤0.01% | 829 |
|