TCI Wealth Advisors’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-730
| Closed | -$13.2K | – | 1950 |
|
|
2023
Q1 | $13.2K | Hold |
730
| – | – | ﹤0.01% | 917 |
|
|
2022
Q4 | $11.1K | Hold |
730
| – | – | ﹤0.01% | 1003 |
|
|
2022
Q3 | $9K | Sell |
730
-55
| -7% | -$881 | ﹤0.01% | 1104 |
|
|
2022
Q2 | $13K | Buy |
785
+55
| +8% | +$974 | ﹤0.01% | 870 |
|
|
2022
Q1 | $15K | Hold |
730
| – | – | ﹤0.01% | 848 |
|
|
2021
Q4 | $18K | Hold |
730
| – | – | ﹤0.01% | 766 |
|
|
2021
Q3 | $16K | Hold |
730
| – | – | ﹤0.01% | 797 |
|
|
2021
Q2 | $14K | Hold |
730
| – | – | ﹤0.01% | 760 |
|
|
2021
Q1 | $15K | Hold |
730
| – | – | 0.01% | 666 |
|
|
2020
Q4 | $15K | Hold |
730
| – | – | 0.01% | 562 |
|
|
2020
Q3 | $11K | Hold |
730
| – | – | ﹤0.01% | 572 |
|
|
2020
Q2 | $10K | Sell |
730
-1,500
| -67% | -$19.5K | ﹤0.01% | 581 |
|
|
2020
Q1 | $26K | Sell |
2,230
-1,500
| -40% | -$19.7K | 0.01% | 416 |
|
|
2019
Q4 | $51K | Buy |
3,730
+1,500
| +67% | +$18.7K | 0.02% | 383 |
|
|
2019
Q3 | $26K | Hold |
2,230
| – | – | 0.01% | 442 |
|
|
2019
Q2 | $23K | Hold |
2,230
| – | – | 0.01% | 447 |
|
|
2019
Q1 | $19K | Hold |
2,230
| – | – | 0.01% | 507 |
|
|
2018
Q4 | $22K | Hold |
2,230
| – | – | 0.01% | 459 |
|
|
2018
Q3 | $27K | Hold |
2,230
| – | – | 0.01% | 440 |
|
|
2018
Q2 | $23K | Hold |
2,230
| – | – | 0.01% | 459 |
|
|
2018
Q1 | $22K | Hold |
2,230
| – | – | 0.01% | 468 |
|
|
2017
Q4 | $20K | Hold |
2,230
| – | – | 0.01% | 497 |
|
|
2017
Q3 | $17K | Hold |
2,230
| – | – | 0.01% | 493 |
|
|
2017
Q2 | $17K | Hold |
2,230
| – | – | 0.01% | 488 |
|
|
2017
Q1 | $15K | Sell |
2,230
-60
| -3% | -$374 | 0.01% | 504 |
|
|
2016
Q4 | $13K | Hold |
2,290
| – | – | 0.01% | 578 |
|
|
2016
Q3 | $15K | Hold |
2,290
| – | – | 0.01% | 491 |
|
|
2016
Q2 | $13K | Hold |
2,290
| – | – | 0.01% | 508 |
|
|
2016
Q1 | $12K | Hold |
2,290
| – | – | 0.01% | 544 |
|
|
2015
Q4 | $11K | Sell |
2,290
-530
| -19% | -$2.81K | 0.01% | 567 |
|
|
2015
Q3 | $14K | Buy |
2,820
+1,595
| +130% | +$8.5K | 0.01% | 453 |
|
|
2015
Q2 | $7K | Hold |
1,225
| – | – | ﹤0.01% | 590 |
|
|
2015
Q1 | $7K | Buy |
1,225
+495
| +68% | +$2.5K | ﹤0.01% | 518 |
|
|
2014
Q4 | $3K | Hold |
730
| – | – | ﹤0.01% | 679 |
|
|
2014
Q3 | $3K | Sell |
730
-25,000
| -97% | -$90K | ﹤0.01% | 682 |
|
|
2014
Q2 | $86K | Hold |
25,730
| – | – | 0.05% | 193 |
|
|
2014
Q1 | $98K | Hold |
25,730
| – | – | 0.06% | 171 |
|
|
2013
Q4 | $89K | Hold |
25,730
| – | – | 0.06% | 174 |
|
|
2013
Q3 | $111K | Hold |
25,730
| – | – | 0.08% | 146 |
|
|
2013
Q2 | $109K | Buy |
+25,730
| New | +$96.6K | 0.08% | 147 |
|
Other funds holding SONY
FMI
AM
