Stifel Financial’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26M | Buy |
998,985
+39,358
| +4% | +$1.02M | 0.03% | 510 |
|
|
2025
Q1 | $24.4M | Sell |
959,627
-127,666
| -12% | -$3.24M | 0.03% | 508 |
|
|
2024
Q4 | $23M | Sell |
1,087,293
-15,017
| -1% | -$318K | 0.02% | 525 |
|
|
2024
Q3 | $21.3M | Sell |
1,102,310
-7,930
| -0.7% | -$153K | 0.02% | 553 |
|
|
2024
Q2 | $18.9M | Buy |
1,110,240
+15,025
| +1% | +$255K | 0.02% | 570 |
|
|
2024
Q1 | $18.8M | Sell |
1,095,215
-97,570
| -8% | -$1.67M | 0.02% | 574 |
|
|
2023
Q4 | $22.6M | Buy |
1,192,785
+108,400
| +10% | +$2.05M | 0.03% | 469 |
|
|
2023
Q3 | $17.9M | Sell |
1,084,385
-9,680
| -0.9% | -$160K | 0.03% | 507 |
|
|
2023
Q2 | $19.7M | Buy |
1,094,065
+32,945
| +3% | +$593K | 0.03% | 486 |
|
|
2023
Q1 | $19.2M | Buy |
1,061,120
+136,835
| +15% | +$2.48M | 0.03% | 473 |
|
|
2022
Q4 | $14.1M | Sell |
924,285
-14,745
| -2% | -$225K | 0.02% | 559 |
|
|
2022
Q3 | $12M | Buy |
939,030
+800
| +0.1% | +$10.2K | 0.02% | 580 |
|
|
2022
Q2 | $15.3M | Sell |
938,230
-18,635
| -2% | -$305K | 0.02% | 513 |
|
|
2022
Q1 | $19.7M | Buy |
956,865
+34,090
| +4% | +$700K | 0.03% | 509 |
|
|
2021
Q4 | $23.3M | Buy |
922,775
+129,725
| +16% | +$3.28M | 0.03% | 454 |
|
|
2021
Q3 | $17.5M | Buy |
793,050
+7,740
| +1% | +$171K | 0.03% | 517 |
|
|
2021
Q2 | $15.3M | Buy |
785,310
+21,465
| +3% | +$417K | 0.02% | 547 |
|
|
2021
Q1 | $16.2M | Sell |
763,845
-4,685
| -0.6% | -$99.3K | 0.03% | 500 |
|
|
2020
Q4 | $15.5M | Buy |
768,530
+110,180
| +17% | +$2.23M | 0.03% | 468 |
|
|
2020
Q3 | $10.1M | Buy |
658,350
+51,285
| +8% | +$787K | 0.02% | 536 |
|
|
2020
Q2 | $8.39M | Sell |
607,065
-82,865
| -12% | -$1.15M | 0.02% | 552 |
|
|
2020
Q1 | $8.15M | Buy |
689,930
+20,410
| +3% | +$241K | 0.02% | 503 |
|
|
2019
Q4 | $9.11M | Buy |
669,520
+86,040
| +15% | +$1.17M | 0.02% | 644 |
|
|
2019
Q3 | $6.9M | Buy |
583,480
+3,650
| +0.6% | +$43.1K | 0.02% | 694 |
|
|
2019
Q2 | $6.08M | Buy |
579,830
+27,685
| +5% | +$290K | 0.02% | 775 |
|
|
2019
Q1 | $4.66M | Sell |
552,145
-155,030
| -22% | -$1.31M | 0.01% | 842 |
|
|
2018
Q4 | $6.84M | Sell |
707,175
-42,930
| -6% | -$415K | 0.02% | 625 |
|
|
2018
Q3 | $9.1M | Sell |
750,105
-181,850
| -20% | -$2.21M | 0.03% | 582 |
|
|
2018
Q2 | $9.56M | Buy |
931,955
+395,290
| +74% | +$4.05M | 0.03% | 557 |
|
|
2018
Q1 | $5.2M | Sell |
536,665
-16,180
| -3% | -$157K | 0.02% | 773 |
|
|
2017
Q4 | $4.97M | Sell |
552,845
-133,945
| -20% | -$1.2M | 0.02% | 766 |
|
|
2017
Q3 | $5.13M | Buy |
686,790
+40,985
| +6% | +$306K | 0.02% | 720 |
|
|
2017
Q2 | $4.94M | Sell |
645,805
-244,575
| -27% | -$1.87M | 0.02% | 716 |
|
|
2017
Q1 | $6M | Sell |
890,380
-80,120
| -8% | -$540K | 0.02% | 633 |
|
|
2016
Q4 | $5.44M | Sell |
970,500
-54,010
| -5% | -$303K | 0.02% | 636 |
|
|
2016
Q3 | $6.8M | Sell |
1,024,510
-12,390
| -1% | -$82.2K | 0.03% | 515 |
|
|
2016
Q2 | $6.09M | Sell |
1,036,900
-73,085
| -7% | -$429K | 0.03% | 522 |
|
|
2016
Q1 | $5.71M | Sell |
1,109,985
-126,240
| -10% | -$650K | 0.03% | 487 |
|
|
2015
Q4 | $6.08M | Buy |
1,236,225
+63,140
| +5% | +$311K | 0.03% | 482 |
|
|
2015
Q3 | $5.75M | Sell |
1,173,085
-67,545
| -5% | -$331K | 0.03% | 467 |
|
|
2015
Q2 | $6.94M | Buy |
1,240,630
+804,220
| +184% | +$4.5M | 0.04% | 455 |
|
|
2015
Q1 | $2.34M | Buy |
436,410
+239,435
| +122% | +$1.28M | 0.01% | 876 |
|
|
2014
Q4 | $807K | Buy |
+196,975
| New | +$807K | ﹤0.01% | 1375 |
|
|
2014
Q3 | – | Sell |
-55,520
| Closed | -$186K | – | 2262 |
|
|
2014
Q2 | $186K | Sell |
55,520
-27,710
| -33% | -$92.8K | ﹤0.01% | 2014 |
|
|
2014
Q1 | $318K | Buy |
+83,230
| New | +$318K | ﹤0.01% | 1685 |
|