Sugarloaf Wealth Management’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $423 | Sell |
20
-295
| -94% | -$6.24K | ﹤0.01% | 665 |
|
|
2024
Q3 | $6.08K | Buy |
315
+295
| +1,475% | +$5.7K | ﹤0.01% | 548 |
|
|
2024
Q2 | $340 | Hold |
20
| – | – | ﹤0.01% | 634 |
|
|
2024
Q1 | $343 | Hold |
20
| – | – | ﹤0.01% | 649 |
|
|
2023
Q4 | $379 | Hold |
20
| – | – | ﹤0.01% | 657 |
|
|
2023
Q3 | $330 | Hold |
20
| – | – | ﹤0.01% | 656 |
|
|
2023
Q2 | $360 | Hold |
20
| – | – | ﹤0.01% | 666 |
|
|
2023
Q1 | $363 | Hold |
20
| – | – | ﹤0.01% | 669 |
|
|
2022
Q4 | $305 | Hold |
20
| – | – | ﹤0.01% | 749 |
|
|
2022
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 789 |
|
|
2022
Q2 | $0 | Hold |
20
| – | – | ﹤0.01% | 813 |
|
|
2022
Q1 | $0 | Hold |
20
| – | – | ﹤0.01% | 760 |
|
|
2021
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 720 |
|
|
2021
Q3 | $0 | Hold |
20
| – | – | ﹤0.01% | 794 |
|
|
2021
Q2 | $0 | Hold |
20
| – | – | ﹤0.01% | 776 |
|
|
2021
Q1 | $0 | Hold |
20
| – | – | ﹤0.01% | 775 |
|
|
2020
Q4 | $0 | Buy |
+20
| New | – | ﹤0.01% | 745 |
|