SVB Wealth’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $301K | Buy |
+11,576
| New | +$301K | 0.02% | 365 |
|
|
2025
Q1 | – | Sell |
-25,414
| Closed | -$538K | – | 1759 |
|
|
2024
Q4 | $538K | Buy |
+25,414
| New | +$538K | 0.01% | 411 |
|
|
2024
Q3 | – | Sell |
-31,020
| Closed | -$527K | – | 516 |
|
|
2024
Q2 | $527K | Buy |
31,020
+280
| +0.9% | +$4.76K | 0.01% | 418 |
|
|
2024
Q1 | $527K | Sell |
30,740
-22,655
| -42% | -$388K | 0.01% | 464 |
|
|
2023
Q4 | $1.01M | Sell |
53,395
-6,100
| -10% | -$116K | 0.02% | 333 |
|
|
2023
Q3 | $981K | Sell |
59,495
-5,535
| -9% | -$91.2K | 0.02% | 322 |
|
|
2023
Q2 | $1.17M | Sell |
65,030
-29,910
| -32% | -$539K | 0.02% | 316 |
|
|
2023
Q1 | $1.72M | Sell |
94,940
-1,705
| -2% | -$30.9K | 0.02% | 291 |
|
|
2022
Q4 | $1.47M | Buy |
96,645
+9,050
| +10% | +$138K | 0.02% | 329 |
|
|
2022
Q3 | $1.12M | Buy |
87,595
+25,375
| +41% | +$325K | 0.02% | 345 |
|
|
2022
Q2 | $1.02M | Sell |
62,220
-23,420
| -27% | -$383K | 0.02% | 323 |
|
|
2022
Q1 | $1.76M | Buy |
85,640
+20,780
| +32% | +$427K | 0.02% | 241 |
|
|
2021
Q4 | $1.64M | Sell |
64,860
-43,470
| -40% | -$1.1M | 0.03% | 244 |
|
|
2021
Q3 | $2.4M | Buy |
108,330
+18,110
| +20% | +$401K | 0.03% | 231 |
|
|
2021
Q2 | $1.76M | Buy |
90,220
+14,190
| +19% | +$276K | 0.02% | 277 |
|
|
2021
Q1 | $1.61M | Buy |
76,030
+6,035
| +9% | +$128K | 0.02% | 269 |
|
|
2020
Q4 | $1.42M | Buy |
69,995
+14,610
| +26% | +$296K | 0.02% | 275 |
|
|
2020
Q3 | $850K | Buy |
55,385
+6,020
| +12% | +$92.4K | 0.01% | 315 |
|
|
2020
Q2 | $682K | Buy |
49,365
+15,110
| +44% | +$209K | 0.01% | 322 |
|
|
2020
Q1 | $405K | Buy |
34,255
+16,770
| +96% | +$198K | 0.01% | 347 |
|
|
2019
Q4 | $237K | Sell |
17,485
-1,065
| -6% | -$14.4K | ﹤0.01% | 541 |
|
|
2019
Q3 | $219K | Buy |
+18,550
| New | +$219K | ﹤0.01% | 479 |
|