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RAFFA WEALTH MANAGEMENT, LLC’s Sony SONY Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’s Portfolio SONY Stock Details SONY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23.8K Buy
1,184
+76
+7% +$1.6K ﹤0.01% 259
2026
Q1 		$22.9K Sell
1,108
-43
-4% -$964 ﹤0.01% 251
2025
Q4 		$29.5K Buy
1,151
+93
+9% +$2.61K ﹤0.01% 215
2025
Q3 		$30.5K Buy
1,058
+81
+8% +$2.18K 0.01% 203
2025
Q2 		$25.4K Hold
977
– – 0.01% 237
2025
Q1 		$24.8K Buy
977
+181
+23% +$4.18K 0.01% 196
2024
Q4 		$16.8K Buy
796
+706
+784% +$13.8K ﹤0.01% 244
2024
Q3 		$1.74K Sell
90
-955
-91% -$17.4K ﹤0.01% 676
2024
Q2 		$17.8K Hold
1,045
– – 0.01% 344
2024
Q1 		$17.9K Hold
1,045
– – 0.01% 329
2023
Q4 		$19.8K Hold
1,045
– – 0.01% 206
2023
Q3 		$17.2K Hold
1,045
– – 0.01% 209
2023
Q2 		$18.8K Hold
1,045
– – 0.01% 208
2023
Q1 		$18.9K Hold
1,045
– – 0.01% 220
2022
Q4 		$15.9K Sell
1,045
-375
-26% -$5.6K 0.01% 225
2022
Q3 		$18.2K Buy
1,420
+170
+14% +$2.72K 0.01% 212
2022
Q2 		$20.4K Hold
1,250
– – 0.01% 203
2022
Q1 		$25.7K Buy
1,250
+290
+30% +$6.3K 0.01% 186
2021
Q4 		$24.3K Hold
960
– – 0.01% 200
2021
Q3 		$21.2K Buy
960
+170
+22% +$3.56K 0.01% 187
2021
Q2 		$15.4K Sell
790
-630
-44% -$12.8K 0.01% 219
2021
Q1 		$29.9K Buy
1,420
+45
+3% +$950 0.01% 165
2020
Q4 		$27.8K Buy
1,375
+145
+12% +$2.52K 0.01% 164
2020
Q3 		$18.9K Buy
1,230
+130
+12% +$2.02K 0.01% 177
2020
Q2 		$15.2K Buy
1,100
+235
+27% +$3.05K 0.01% 194
2020
Q1 		$10.2K Buy
+865
New +$11.3K ﹤0.01% 206
2017
Q1 		– Sell
-125
Closed -$701 – 780
2016
Q4 		$701 Hold
125
– – ﹤0.01% 580
2016
Q3 		$830 Hold
125
– – ﹤0.01% 483
2016
Q2 		$734 Hold
125
– – ﹤0.01% 497
2016
Q1 		$643 Hold
125
– – ﹤0.01% 574
2015
Q4 		$615 Hold
125
– – ﹤0.01% 584
2015
Q3 		$613 Hold
125
– – ﹤0.01% 569
2015
Q2 		$710 Hold
125
– – ﹤0.01% 504
2015
Q1 		$670 Hold
125
– – ﹤0.01% 551
2014
Q4 		$512 Hold
125
– – ﹤0.01% 672
2014
Q3 		$451 Buy
+125
New +$450 ﹤0.01% 701
2014
Q1 		– Sell
-125
Closed -$512 – 662
2013
Q4 		$512 Buy
+125
New +$462 ﹤0.01% 672

Other funds holding SONY

PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MIM
Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's SONY Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Sony (SONY) stake by 6.9% in Q2 2026, buying an estimated $1.6K and bringing the position to 1,184 shares worth $23.8K. The position accounts for ﹤0.01% of the portfolio, ranked #259.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in SONY in Q4 2013 and has held it in 37 quarters since. The position peaked at $30.5K in Q3 2025. 237 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 1,184 shares of Sony worth $23.8K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC bought 76 Sony shares in Q2 2026, an estimated $1.6K.
  • Sony made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #259 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Sony in Q4 2013 and has held it in 37 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's Sony position peaked at $30.5K in Q3 2025.
  • 237 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.