Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$445K Buy
+8,230
New +$424K 0.01% 770
2025
Q1
Sell
-7,345
Closed -$359K 1271
2024
Q4
$359K Sell
7,345
-2,799
-28% -$145K 0.01% 801
2024
Q3
$554K Hold
10,144
0.02% 660
2024
Q2
$515K Hold
10,144
0.02% 650
2024
Q1
$587K Hold
10,144
0.02% 601
2023
Q4
$567K Buy
10,144
+2,845
+39% +$154K 0.02% 619
2023
Q3
$397K Buy
+7,299
New +$413K 0.01% 719
2021
Q2
Sell
-14,986
Closed -$949K 1353
2021
Q1
$949K Sell
14,986
-7,231
-33% -$441K 0.04% 487
2020
Q4
$1.32M Sell
22,217
-16,085
-42% -$904K 0.05% 368
2020
Q3
$1.96M Hold
38,302
0.09% 252
2020
Q2
$2M Sell
38,302
-3,250
-8% -$161K 0.1% 220
2020
Q1
$1.93M Buy
41,552
+2,256
+6% +$120K 0.11% 216
2019
Q4
$2.42M Buy
+39,296
New +$2.32M 0.11% 230

Other funds holding SON