Transcend Capital Advisors’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $387K | Sell |
14,861
-2,143
| -13% | -$55.8K | 0.03% | 388 |
|
|
2025
Q1 | $432K | Sell |
17,004
-29
| -0.2% | -$736 | 0.03% | 390 |
|
|
2024
Q4 | $360K | Sell |
17,033
-16,617
| -49% | -$352K | 0.03% | 407 |
|
|
2024
Q3 | $650K | Buy |
33,650
+20,085
| +148% | +$388K | 0.04% | 337 |
|
|
2024
Q2 | $230K | Buy |
+13,565
| New | +$230K | 0.02% | 519 |
|