Valeo Financial Advisors’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $365K | Sell |
18,183
-1,930
| -10% | -$40.7K | 0.01% | 551 |
|
|
2026
Q1 | $416K | Sell |
20,113
-8,376
| -29% | -$188K | 0.01% | 458 |
|
|
2025
Q4 | $729K | Buy |
28,489
+752
| +3% | +$21.1K | 0.02% | 377 |
|
|
2025
Q3 | $799K | Buy |
27,737
+980
| +4% | +$26.4K | 0.02% | 359 |
|
|
2025
Q2 | $696K | Sell |
26,757
-726
| -3% | -$18.2K | 0.02% | 377 |
|
|
2025
Q1 | $698K | Sell |
27,483
-1,669
| -6% | -$38.6K | 0.02% | 335 |
|
|
2024
Q4 | $617K | Sell |
29,152
-173
| -0.6% | -$3.37K | 0.02% | 364 |
|
|
2024
Q3 | $566K | Buy |
29,325
+1,470
| +5% | +$26.8K | 0.02% | 387 |
|
|
2024
Q2 | $473K | Sell |
27,855
-2,265
| -8% | -$37.5K | 0.01% | 405 |
|
|
2024
Q1 | $498K | Buy |
30,120
+1,345
| +5% | +$24.7K | 0.02% | 379 |
|
|
2023
Q4 | $545K | Sell |
28,775
-265
| -0.9% | -$4.6K | 0.02% | 335 |
|
|
2023
Q3 | $479K | Buy |
29,040
+660
| +2% | +$11.5K | 0.02% | 344 |
|
|
2023
Q2 | $511K | Sell |
28,380
-3,875
| -12% | -$72.7K | 0.02% | 313 |
|
|
2023
Q1 | $585K | Buy |
32,255
+9,880
| +44% | +$171K | 0.03% | 302 |
|
|
2022
Q4 | $341K | Buy |
+22,375
| New | +$334K | 0.02% | 354 |
|
|
2022
Q3 | – | Sell |
-17,825
| Closed | -$292K | – | 537 |
|
|
2022
Q2 | $292K | Sell |
17,825
-6,200
| -26% | -$110K | 0.02% | 352 |
|
|
2022
Q1 | $493K | Buy |
24,025
+6,720
| +39% | +$146K | 0.03% | 330 |
|
|
2021
Q4 | $437K | Buy |
17,305
+495
| +3% | +$11.8K | 0.02% | 340 |
|
|
2021
Q3 | $372K | Sell |
16,810
-280
| -2% | -$5.86K | 0.02% | 359 |
|
|
2021
Q2 | $332K | Buy |
17,090
+15
| +0.1% | +$304 | 0.02% | 343 |
|
|
2021
Q1 | $362K | Buy |
17,075
+40
| +0.2% | +$845 | 0.02% | 325 |
|
|
2020
Q4 | $344K | Sell |
17,035
-905
| -5% | -$15.7K | 0.02% | 305 |
|
|
2020
Q3 | $275K | Sell |
17,940
-1,980
| -10% | -$30.8K | 0.02% | 270 |
|
|
2020
Q2 | $275K | Buy |
19,920
+7,625
| +62% | +$99.1K | 0.03% | 270 |
|
|
2020
Q1 | $151K | Sell |
12,295
-4,075
| -25% | -$53.4K | 0.02% | 342 |
|
|
2019
Q4 | $223K | Sell |
16,370
-155
| -0.9% | -$1.93K | 0.02% | 301 |
|
|
2019
Q3 | $195K | Sell |
16,525
-690
| -4% | -$7.79K | 0.02% | 302 |
|
|
2019
Q2 | $180K | Buy |
17,215
+15,000
| +677% | +$147K | 0.02% | 308 |
|
|
2019
Q1 | $19K | Buy |
2,215
+350
| +19% | +$3.28K | ﹤0.01% | 809 |
|
|
2018
Q4 | $18K | Sell |
1,865
-270
| -13% | -$2.86K | ﹤0.01% | 738 |
|
|
2018
Q3 | $23K | Buy |
2,135
+690
| +48% | +$7.6K | ﹤0.01% | 739 |
|
|
2018
Q2 | $16K | Buy |
1,445
+775
| +116% | +$7.54K | ﹤0.01% | 830 |
|
|
2018
Q1 | $6K | Buy |
670
+70
| +12% | +$690 | ﹤0.01% | 1095 |
|
|
2017
Q4 | $5K | Buy |
+600
| New | +$5.15K | ﹤0.01% | 1028 |
|
Other funds holding SONY
MIP
HL
Valeo Financial Advisors's SONY Position: Q2 2026 in Review
Valeo Financial Advisors reduced its Sony (SONY) stake by 9.6% in Q2 2026, selling an estimated $40.7K and leaving 18,183 shares worth $365K. The position accounts for 0.01% of the portfolio, ranked #551.
Valeo Financial Advisors first reported a position in SONY in Q4 2017 and has held it in 34 quarters since. The position peaked at $799K in Q3 2025. 737 funds tracked by Wall St. Rank hold SONY as of Q2 2026.
- Valeo Financial Advisors held 18,183 shares of Sony worth $365K as of Q2 2026.
- Valeo Financial Advisors sold 1,930 Sony shares in Q2 2026, an estimated $40.7K.
- Sony made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #551 holding.
- Valeo Financial Advisors first reported a position in Sony in Q4 2017 and has held it in 34 quarters since.
- Valeo Financial Advisors's Sony position peaked at $799K in Q3 2025.
- 737 funds tracked by Wall St. Rank held Sony as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.