Transamerica Financial Advisors’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 |
-5
| Closed | -$1K | – | 655 |
|
|
2024
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 516 |
|
|
2024
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 561 |
|
|
2023
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 574 |
|
|
2023
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 595 |
|
|
2023
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 566 |
|
|
2023
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 551 |
|
|
2022
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 636 |
|
|
2022
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 599 |
|
|
2022
Q2 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 603 |
|
|
2017
Q1 | – | Sell |
-315
| Closed | -$2K | – | 430 |
|
|
2016
Q4 | $2K | Buy |
+315
| New | +$2K | ﹤0.01% | 308 |
|
|
2013
Q3 | – | Sell |
-2,500
| Closed | -$11K | – | 628 |
|
|
2013
Q2 | $11K | Buy |
+2,500
| New | +$11K | ﹤0.01% | 417 |
|