SWA
Stratos Wealth Advisors’s Sony SONY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $274K | Buy |
10,513
+20
| +0.2% | +$521 | 0.01% | 562 |
|
2025
Q1 | $266K | Sell |
10,493
-1,120
| -10% | -$28.4K | 0.01% | 571 |
|
2024
Q4 | $246K | Buy |
11,613
+9,336
| +410% | +$198K | 0.01% | 625 |
|
2024
Q3 | $220K | Buy |
+2,277
| New | +$220K | 0.01% | 685 |
|
2024
Q2 | – | Sell |
-2,389
| Closed | -$205K | – | 755 |
|
2024
Q1 | $205K | Sell |
2,389
-22
| -0.9% | -$1.89K | 0.01% | 629 |
|
2023
Q4 | $228K | Buy |
+2,411
| New | +$228K | 0.01% | 618 |
|