United Capital Financial 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 | $1.64M | Buy |
63,132
+3,294
| +6% | +$85.7K | 0.01% | 480 |
|
|
2025
Q1 | $1.52M | Sell |
59,838
-886
| -1% | -$22.5K | 0.01% | 471 |
|
|
2024
Q4 | $1.28M | Buy |
60,724
+1,214
| +2% | +$25.7K | 0.01% | 501 |
|
|
2024
Q3 | $1.15M | Buy |
59,510
+3,415
| +6% | +$66K | 0.01% | 512 |
|
|
2024
Q2 | $953K | Sell |
56,095
-4,405
| -7% | -$74.8K | 0.01% | 532 |
|
|
2024
Q1 | $1.04M | Buy |
60,500
+100
| +0.2% | +$1.72K | 0.01% | 548 |
|
|
2023
Q4 | $1.14M | Buy |
60,400
+47,945
| +385% | +$908K | 0.01% | 522 |
|
|
2023
Q3 | $205K | Sell |
12,455
-3,465
| -22% | -$57.1K | ﹤0.01% | 797 |
|
|
2023
Q2 | $287K | Buy |
15,920
+1,755
| +12% | +$31.6K | ﹤0.01% | 779 |
|
|
2023
Q1 | $257K | Sell |
14,165
-3,305
| -19% | -$59.9K | ﹤0.01% | 861 |
|
|
2022
Q4 | $267K | Buy |
17,470
+835
| +5% | +$12.7K | ﹤0.01% | 913 |
|
|
2022
Q3 | $213K | Sell |
16,635
-3,635
| -18% | -$46.5K | ﹤0.01% | 1003 |
|
|
2022
Q2 | $331K | Sell |
20,270
-1,555
| -7% | -$25.4K | ﹤0.01% | 911 |
|
|
2022
Q1 | $448K | Sell |
21,825
-7,365
| -25% | -$151K | ﹤0.01% | 864 |
|
|
2021
Q4 | $738K | Sell |
29,190
-355
| -1% | -$8.98K | ﹤0.01% | 762 |
|
|
2021
Q3 | $653K | Sell |
29,545
-9,325
| -24% | -$206K | ﹤0.01% | 787 |
|
|
2021
Q2 | $756K | Sell |
38,870
-205
| -0.5% | -$3.99K | ﹤0.01% | 762 |
|
|
2021
Q1 | $828K | Sell |
39,075
-123,890
| -76% | -$2.63M | ﹤0.01% | 713 |
|
|
2020
Q4 | $3.3M | Sell |
162,965
-532,495
| -77% | -$10.8M | 0.02% | 413 |
|
|
2020
Q3 | $10.7M | Sell |
695,460
-215,125
| -24% | -$3.3M | 0.07% | 240 |
|
|
2020
Q2 | $12.6M | Buy |
910,585
+4,840
| +0.5% | +$66.9K | 0.09% | 221 |
|
|
2020
Q1 | $10.7M | Buy |
905,745
+166,565
| +23% | +$1.97M | 0.09% | 224 |
|
|
2019
Q4 | $10.1M | Buy |
739,180
+5,495
| +0.7% | +$74.7K | 0.06% | 311 |
|
|
2019
Q3 | $8.68M | Sell |
733,685
-113,560
| -13% | -$1.34M | 0.06% | 310 |
|
|
2019
Q2 | $8.88M | Buy |
847,245
+39,820
| +5% | +$417K | 0.06% | 310 |
|
|
2019
Q1 | $6.82M | Sell |
807,425
-73,240
| -8% | -$619K | 0.05% | 348 |
|
|
2018
Q4 | $8.5M | Sell |
880,665
-46,390
| -5% | -$448K | 0.07% | 281 |
|
|
2018
Q3 | $11.2M | Buy |
927,055
+172,680
| +23% | +$2.09M | 0.08% | 275 |
|
|
2018
Q2 | $7.73M | Sell |
754,375
-72,735
| -9% | -$746K | 0.06% | 342 |
|
|
2018
Q1 | $8M | Buy |
827,110
+242,810
| +42% | +$2.35M | 0.06% | 336 |
|
|
2017
Q4 | $5.25M | Buy |
+584,300
| New | +$5.25M | 0.04% | 402 |
|
|
2016
Q2 | – | Sell |
-64,270
| Closed | -$331K | – | 1287 |
|
|
2016
Q1 | $331K | Sell |
64,270
-837,460
| -93% | -$4.31M | ﹤0.01% | 984 |
|
|
2015
Q4 | $4.44M | Buy |
901,730
+19,255
| +2% | +$94.8K | 0.05% | 357 |
|
|
2015
Q3 | $4.32M | Buy |
882,475
+75,675
| +9% | +$371K | 0.05% | 351 |
|
|
2015
Q2 | $4.58M | Sell |
806,800
-6,430
| -0.8% | -$36.5K | 0.05% | 352 |
|
|
2015
Q1 | $4.92M | Buy |
813,230
+380,385
| +88% | +$2.3M | 0.06% | 338 |
|
|
2014
Q4 | $1.77M | Sell |
432,845
-34,260
| -7% | -$140K | 0.03% | 501 |
|
|
2014
Q3 | $1.69M | Buy |
467,105
+116,290
| +33% | +$419K | 0.03% | 486 |
|
|
2014
Q2 | $1.18M | Buy |
350,815
+283,520
| +421% | +$951K | 0.02% | 528 |
|
|
2014
Q1 | $257K | Buy |
+67,295
| New | +$257K | 0.01% | 818 |
|
|
2013
Q4 | – | Sell |
-108,510
| Closed | -$467K | – | 749 |
|
|
2013
Q3 | $467K | Buy |
108,510
+40,000
| +58% | +$172K | 0.01% | 458 |
|
|
2013
Q2 | $290K | Buy |
+68,510
| New | +$290K | 0.01% | 607 |
|