Summit Trail 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 | $1.07M | Buy |
+41,014
| New | +$1.07M | 0.02% | 451 |
|
|
2024
Q4 | – | Sell |
-23,455
| Closed | -$453K | – | 710 |
|
|
2024
Q3 | $453K | Sell |
23,455
-4,455
| -16% | -$86K | 0.01% | 421 |
|
|
2024
Q2 | $474K | Sell |
27,910
-2,345
| -8% | -$39.8K | 0.01% | 381 |
|
|
2024
Q1 | $519K | Buy |
30,255
+5,490
| +22% | +$94.1K | 0.01% | 332 |
|
|
2023
Q4 | $469K | Buy |
24,765
+1,430
| +6% | +$27.1K | 0.02% | 296 |
|
|
2023
Q3 | $385K | Buy |
23,335
+1,000
| +4% | +$16.5K | 0.01% | 323 |
|
|
2023
Q2 | $402K | Buy |
22,335
+750
| +3% | +$13.5K | 0.02% | 307 |
|
|
2023
Q1 | $391K | Buy |
21,585
+3,520
| +19% | +$63.8K | 0.02% | 262 |
|
|
2022
Q4 | $276K | Buy |
+18,065
| New | +$276K | 0.01% | 296 |
|
|
2018
Q2 | – | Sell |
-154,720
| Closed | -$1.45M | – | 654 |
|
|
2018
Q1 | $1.45M | Buy |
154,720
+142,975
| +1,217% | +$1.34M | 0.25% | 90 |
|
|
2017
Q4 | $115K | Buy |
+11,745
| New | +$115K | 0.01% | 586 |
|