TD Private Client 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 | $1.55M | Sell |
59,663
-13,716
| -19% | -$357K | 0.04% | 282 |
|
|
2025
Q1 | $1.86M | Buy |
73,379
+2,109
| +3% | +$53.5K | 0.05% | 238 |
|
|
2024
Q4 | $1.51M | Buy |
71,270
+15,080
| +27% | +$319K | 0.04% | 276 |
|
|
2024
Q3 | $1.09M | Buy |
56,190
+7,475
| +15% | +$144K | 0.03% | 352 |
|
|
2024
Q2 | $828K | Sell |
48,715
-2,145
| -4% | -$36.4K | 0.03% | 377 |
|
|
2024
Q1 | $872K | Buy |
50,860
+3,530
| +7% | +$60.5K | 0.03% | 366 |
|
|
2023
Q4 | $896K | Sell |
47,330
-8,750
| -16% | -$166K | 0.03% | 344 |
|
|
2023
Q3 | $924K | Buy |
56,080
+1,670
| +3% | +$27.5K | 0.04% | 325 |
|
|
2023
Q2 | $980K | Buy |
54,410
+4,800
| +10% | +$86.4K | 0.04% | 335 |
|
|
2023
Q1 | $899K | Buy |
49,610
+15,455
| +45% | +$280K | 0.04% | 346 |
|
|
2022
Q4 | $521K | Buy |
34,155
+15,430
| +82% | +$235K | 0.02% | 418 |
|
|
2022
Q3 | $240K | Sell |
18,725
-5,255
| -22% | -$67.3K | 0.01% | 510 |
|
|
2022
Q2 | $392K | Sell |
23,980
-2,915
| -11% | -$47.7K | 0.02% | 437 |
|
|
2022
Q1 | $552K | Sell |
26,895
-20,525
| -43% | -$422K | 0.02% | 410 |
|
|
2021
Q4 | $1.2M | Sell |
47,420
-1,435
| -3% | -$36.3K | 0.05% | 313 |
|
|
2021
Q3 | $1.08M | Sell |
48,855
-4,185
| -8% | -$92.6K | 0.05% | 321 |
|
|
2021
Q2 | $1.03M | Buy |
53,040
+39,745
| +299% | +$773K | 0.04% | 327 |
|
|
2021
Q1 | $282K | Sell |
13,295
-15,270
| -53% | -$324K | 0.01% | 462 |
|
|
2020
Q4 | $578K | Sell |
28,565
-4,685
| -14% | -$94.7K | 0.03% | 361 |
|
|
2020
Q3 | $510K | Sell |
33,250
-8,760
| -21% | -$134K | 0.03% | 355 |
|
|
2020
Q2 | $581K | Sell |
42,010
-25,380
| -38% | -$351K | 0.03% | 342 |
|
|
2020
Q1 | $798K | Buy |
67,390
+14,885
| +28% | +$176K | 0.06% | 256 |
|
|
2019
Q4 | $714K | Buy |
+52,505
| New | +$714K | 0.04% | 306 |
|