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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $696K | Sell |
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|
2025
Q1 | $698K | Sell |
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|
2024
Q4 | $617K | Sell |
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|
2024
Q3 | $566K | Buy |
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|
2024
Q2 | $473K | Sell |
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|
2024
Q1 | $498K | Buy |
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|
2023
Q4 | $545K | Sell |
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|
2023
Q3 | $479K | Buy |
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|
2023
Q2 | $511K | Sell |
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|
2023
Q1 | $585K | Buy |
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|
2022
Q4 | $341K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $292K | Sell |
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|
2022
Q1 | $493K | Buy |
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|
2021
Q4 | $437K | Buy |
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|
2021
Q3 | $372K | Sell |
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|
2021
Q2 | $332K | Buy |
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|
2021
Q1 | $362K | Buy |
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|
2020
Q4 | $344K | Sell |
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|
2020
Q3 | $275K | Sell |
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|
2020
Q2 | $275K | Buy |
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|
2020
Q1 | $151K | Sell |
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|
2019
Q4 | $223K | Sell |
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|
2019
Q3 | $195K | Sell |
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|
2019
Q2 | $180K | Buy |
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|
2019
Q1 | $19K | Buy |
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|
2018
Q4 | $18K | Sell |
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|
2018
Q3 | $23K | Buy |
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|
2018
Q2 | $16K | Buy |
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|
2018
Q1 | $6K | Buy |
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|
2017
Q4 | $5K | Buy |
|