Tortoise Investment Management’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-170
| Closed | -$2.89K | – | 905 |
|
|
2024
Q2 | $2.89K | Hold |
170
| – | – | ﹤0.01% | 729 |
|
|
2024
Q1 | $2.92K | Buy |
170
+25
| +17% | +$429 | ﹤0.01% | 723 |
|
|
2023
Q4 | $2.75K | Hold |
145
| – | – | ﹤0.01% | 672 |
|
|
2023
Q3 | $2.39K | Hold |
145
| – | – | ﹤0.01% | 677 |
|
|
2023
Q2 | $2.61K | Hold |
145
| – | – | ﹤0.01% | 669 |
|
|
2023
Q1 | $2.63K | Hold |
145
| – | – | ﹤0.01% | 667 |
|
|
2022
Q4 | $2.21K | Hold |
145
| – | – | ﹤0.01% | 678 |
|
|
2022
Q3 | $2K | Sell |
145
-190
| -57% | -$2.62K | ﹤0.01% | 697 |
|
|
2022
Q2 | $5K | Buy |
+335
| New | +$5K | ﹤0.01% | 585 |
|