U.S. Capital Wealth 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 | $418K | Buy |
16,059
+1,247
| +8% | +$32.5K | 0.01% | 639 |
|
|
2025
Q1 | $376K | Buy |
+14,812
| New | +$376K | 0.01% | 644 |
|
|
2024
Q3 | – | Sell |
-41,250
| Closed | -$701K | – | 722 |
|
|
2024
Q2 | $701K | Buy |
+41,250
| New | +$701K | 0.03% | 396 |
|
|
2023
Q4 | – | Sell |
-66,750
| Closed | -$1.1M | – | 693 |
|
|
2023
Q3 | $1.1M | Buy |
+66,750
| New | +$1.1M | 0.05% | 300 |
|
|
2023
Q1 | – | Sell |
-3,000
| Closed | -$45.8K | – | 1395 |
|
|
2022
Q4 | $45.8K | Buy |
+3,000
| New | +$45.8K | ﹤0.01% | 908 |
|