Valeo 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 | $696K | Sell |
26,757
-726
| -3% | -$18.9K | 0.02% | 375 |
|
|
2025
Q1 | $698K | Sell |
27,483
-1,669
| -6% | -$42.4K | 0.02% | 334 |
|
|
2024
Q4 | $617K | Sell |
29,152
-173
| -0.6% | -$3.66K | 0.02% | 359 |
|
|
2024
Q3 | $566K | Buy |
29,325
+1,470
| +5% | +$28.4K | 0.02% | 385 |
|
|
2024
Q2 | $473K | Sell |
27,855
-2,265
| -8% | -$38.5K | 0.01% | 405 |
|
|
2024
Q1 | $498K | Buy |
30,120
+1,345
| +5% | +$22.2K | 0.02% | 379 |
|
|
2023
Q4 | $545K | Sell |
28,775
-265
| -0.9% | -$5.02K | 0.02% | 335 |
|
|
2023
Q3 | $479K | Buy |
29,040
+660
| +2% | +$10.9K | 0.02% | 344 |
|
|
2023
Q2 | $511K | Sell |
28,380
-3,875
| -12% | -$69.8K | 0.02% | 313 |
|
|
2023
Q1 | $585K | Buy |
32,255
+9,880
| +44% | +$179K | 0.03% | 302 |
|
|
2022
Q4 | $341K | Buy |
+22,375
| New | +$341K | 0.02% | 354 |
|
|
2022
Q3 | – | Sell |
-17,825
| Closed | -$292K | – | 509 |
|
|
2022
Q2 | $292K | Sell |
17,825
-6,200
| -26% | -$102K | 0.02% | 349 |
|
|
2022
Q1 | $493K | Buy |
24,025
+6,720
| +39% | +$138K | 0.03% | 313 |
|
|
2021
Q4 | $437K | Buy |
17,305
+495
| +3% | +$12.5K | 0.02% | 329 |
|
|
2021
Q3 | $372K | Sell |
16,810
-280
| -2% | -$6.2K | 0.02% | 343 |
|
|
2021
Q2 | $332K | Buy |
17,090
+15
| +0.1% | +$291 | 0.02% | 326 |
|
|
2021
Q1 | $362K | Buy |
17,075
+40
| +0.2% | +$848 | 0.02% | 318 |
|
|
2020
Q4 | $344K | Sell |
17,035
-905
| -5% | -$18.3K | 0.02% | 300 |
|
|
2020
Q3 | $275K | Sell |
17,940
-1,980
| -10% | -$30.4K | 0.02% | 262 |
|
|
2020
Q2 | $275K | Buy |
19,920
+7,625
| +62% | +$105K | 0.03% | 265 |
|
|
2020
Q1 | $151K | Sell |
12,295
-4,075
| -25% | -$50K | 0.02% | 337 |
|
|
2019
Q4 | $223K | Sell |
16,370
-155
| -0.9% | -$2.11K | 0.02% | 301 |
|
|
2019
Q3 | $195K | Sell |
16,525
-690
| -4% | -$8.14K | 0.02% | 302 |
|
|
2019
Q2 | $180K | Buy |
17,215
+15,000
| +677% | +$157K | 0.02% | 307 |
|
|
2019
Q1 | $19K | Buy |
2,215
+350
| +19% | +$3K | ﹤0.01% | 802 |
|
|
2018
Q4 | $18K | Sell |
1,865
-270
| -13% | -$2.61K | ﹤0.01% | 730 |
|
|
2018
Q3 | $23K | Buy |
2,135
+690
| +48% | +$7.43K | ﹤0.01% | 729 |
|
|
2018
Q2 | $16K | Buy |
1,445
+775
| +116% | +$8.58K | ﹤0.01% | 824 |
|
|
2018
Q1 | $6K | Buy |
670
+70
| +12% | +$627 | ﹤0.01% | 1092 |
|
|
2017
Q4 | $5K | Buy |
+600
| New | +$5K | ﹤0.01% | 1025 |
|