Valeo Financial Advisors’s Sonos SONO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-8,006
| Closed | -$226K | – | 581 |
|
|
2022
Q1 | $226K | Buy |
8,006
+6
| +0.1% | +$169 | 0.01% | 491 |
|
|
2021
Q4 | $238K | Sell |
8,000
-300
| -4% | -$8.93K | 0.01% | 456 |
|
|
2021
Q3 | $269K | Buy |
8,300
+300
| +4% | +$9.72K | 0.02% | 404 |
|
|
2021
Q2 | $282K | Sell |
8,000
-372
| -4% | -$13.1K | 0.02% | 354 |
|
|
2021
Q1 | $314K | Hold |
8,372
| – | – | 0.01% | 339 |
|
|
2020
Q4 | $196K | Buy |
8,372
+372
| +5% | +$8.71K | 0.01% | 416 |
|
|
2020
Q3 | $121K | Buy |
8,000
+500
| +7% | +$7.56K | 0.01% | 418 |
|
|
2020
Q2 | $110K | Hold |
7,500
| – | – | 0.01% | 471 |
|
|
2020
Q1 | $69K | Buy |
7,500
+167
| +2% | +$1.54K | 0.01% | 500 |
|
|
2019
Q4 | $115K | Buy |
7,333
+833
| +13% | +$13.1K | 0.01% | 432 |
|
|
2019
Q3 | $87K | Hold |
6,500
| – | – | 0.01% | 466 |
|
|
2019
Q2 | $74K | Hold |
6,500
| – | – | 0.01% | 498 |
|
|
2019
Q1 | $67K | Hold |
6,500
| – | – | 0.01% | 498 |
|
|
2018
Q4 | $64K | Hold |
6,500
| – | – | 0.01% | 464 |
|
|
2018
Q3 | $83K | Buy |
+6,500
| New | +$83K | 0.01% | 440 |
|