Stiles Financial Services’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Sell |
54,698
-11,392
| -17% | -$297K | 0.49% | 67 |
|
|
2025
Q1 | $1.68M | Sell |
66,090
-14,116
| -18% | -$358K | 0.64% | 56 |
|
|
2024
Q4 | $1.7M | Sell |
80,206
-4,924
| -6% | -$104K | 0.61% | 56 |
|
|
2024
Q3 | $1.64M | Sell |
85,130
-170
| -0.2% | -$3.28K | 0.58% | 58 |
|
|
2024
Q2 | $1.45M | Sell |
85,300
-2,700
| -3% | -$45.9K | 0.56% | 57 |
|
|
2024
Q1 | $1.51M | Sell |
88,000
-2,995
| -3% | -$51.4K | 0.6% | 55 |
|
|
2023
Q4 | $1.72M | Buy |
90,995
+2,400
| +3% | +$45.5K | 0.78% | 43 |
|
|
2023
Q3 | $1.46M | Sell |
88,595
-2,810
| -3% | -$46.3K | 0.76% | 44 |
|
|
2023
Q2 | $1.65M | Buy |
91,405
+3,165
| +4% | +$57K | 0.82% | 36 |
|
|
2023
Q1 | $1.6M | Buy |
88,240
+975
| +1% | +$17.7K | 0.86% | 34 |
|
|
2022
Q4 | $1.33M | Buy |
87,265
+155
| +0.2% | +$2.37K | 0.76% | 41 |
|
|
2022
Q3 | $1.12M | Buy |
87,110
+21,500
| +33% | +$275K | 0.68% | 44 |
|
|
2022
Q2 | $1.07M | Sell |
65,610
-2,365
| -3% | -$38.7K | 0.65% | 50 |
|
|
2022
Q1 | $1.4M | Buy |
67,975
+1,670
| +3% | +$34.3K | 0.7% | 41 |
|
|
2021
Q4 | $1.68M | Buy |
+66,305
| New | +$1.68M | 0.81% | 37 |
|