Strategic Investment Advisors’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $979K | Buy |
37,629
+25,096
| +200% | +$653K | 0.1% | 100 |
|
|
2025
Q1 | $318K | Sell |
12,533
-1,024
| -8% | -$26K | 0.03% | 202 |
|
|
2024
Q4 | $287K | Buy |
13,557
+137
| +1% | +$2.9K | 0.03% | 210 |
|
|
2024
Q3 | $259K | Buy |
13,420
+80
| +0.6% | +$1.55K | 0.03% | 223 |
|
|
2024
Q2 | $227K | Buy |
13,340
+135
| +1% | +$2.29K | 0.03% | 226 |
|
|
2024
Q1 | $226K | Buy |
13,205
+660
| +5% | +$11.3K | 0.03% | 232 |
|
|
2023
Q4 | $238K | Sell |
12,545
-10
| -0.1% | -$189 | 0.03% | 219 |
|
|
2023
Q3 | $207K | Buy |
12,555
+170
| +1% | +$2.8K | 0.03% | 227 |
|
|
2023
Q2 | $223K | Buy |
12,385
+1,350
| +12% | +$24.3K | 0.03% | 180 |
|
|
2023
Q1 | $200K | Buy |
+11,035
| New | +$200K | 0.04% | 232 |
|