UMB Bank’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $180K | Buy |
6,932
+1,430
| +26% | +$37.2K | ﹤0.01% | 618 |
|
|
2025
Q1 | $140K | Buy |
5,502
+222
| +4% | +$5.64K | ﹤0.01% | 662 |
|
|
2024
Q4 | $112K | Sell |
5,280
-750
| -12% | -$15.9K | ﹤0.01% | 670 |
|
|
2024
Q3 | $116K | Buy |
6,030
+70
| +1% | +$1.35K | ﹤0.01% | 667 |
|
|
2024
Q2 | $101K | Sell |
5,960
-12,555
| -68% | -$213K | ﹤0.01% | 680 |
|
|
2024
Q1 | $317K | Sell |
18,515
-115
| -0.6% | -$1.97K | 0.01% | 481 |
|
|
2023
Q4 | $353K | Buy |
18,630
+5,745
| +45% | +$109K | 0.01% | 466 |
|
|
2023
Q3 | $212K | Sell |
12,885
-1,785
| -12% | -$29.4K | ﹤0.01% | 557 |
|
|
2023
Q2 | $264K | Sell |
14,670
-55
| -0.4% | -$990 | ﹤0.01% | 517 |
|
|
2023
Q1 | $267K | Buy |
14,725
+2,145
| +17% | +$38.9K | ﹤0.01% | 510 |
|
|
2022
Q4 | $192K | Sell |
12,580
-770
| -6% | -$11.8K | ﹤0.01% | 593 |
|
|
2022
Q3 | $172K | Sell |
13,350
-315
| -2% | -$4.06K | ﹤0.01% | 628 |
|
|
2022
Q2 | $224K | Sell |
13,665
-1,795
| -12% | -$29.4K | ﹤0.01% | 603 |
|
|
2022
Q1 | $318K | Hold |
15,460
| – | – | ﹤0.01% | 557 |
|
|
2021
Q4 | $391K | Buy |
+15,460
| New | +$391K | ﹤0.01% | 521 |
|