SP
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Successful Portfolios’s Sony SONY Stock Holding History

Successful Portfolios’s Portfolio SONY Stock Details SONY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.92M Sell
91,543
-1,395
-2% -$29.4K 0.89% 29
2026
Q1 		$1.85M Buy
92,938
+437
+0.5% +$9.79K 1.02% 24
2025
Q4 		$2.32M Sell
92,501
-900
-1% -$25.3K 1.18% 20
2025
Q3 		$2.69M Sell
93,401
-1,775
-2% -$47.7K 1.57% 15
2025
Q2 		$2.48M Sell
95,176
-3,400
-3% -$85.1K 1.52% 16
2025
Q1 		$2.5M Sell
98,576
-1,500
-1% -$34.7K 1.7% 15
2024
Q4 		$2.12M Buy
100,076
+101
+0.1% +$1.97K 1.42% 17
2024
Q3 		$1.93M Sell
99,975
-15,000
-13% -$273K 1.31% 17
2024
Q2 		$1.95M Sell
114,975
-4,800
-4% -$79.4K 1.36% 18
2024
Q1 		$2.05M Sell
119,775
-12,300
-9% -$226K 1.4% 15
2023
Q4 		$2.5M Buy
+132,075
New +$2.29M 1.87% 12

Other funds holding SONY

DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
BSAM
Blue Square Asset Management New York $247M AUM 28.81% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return