Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$732K Sell
35,341
-71,514
-67% -$1.6M ﹤0.01% 2337
2025
Q4
$2.74M Buy
106,855
+52,185
+95% +$1.47M ﹤0.01% 1690
2025
Q3
$1.57M Buy
+54,670
New +$1.47M ﹤0.01% 1971
2025
Q1
Sell
-91,587
Closed -$2.12M 4673
2024
Q4
$1.94M Buy
91,587
+3,427
+4% +$66.8K ﹤0.01% 1714
2024
Q3
$1.7M Sell
88,160
-5,550
-6% -$101K ﹤0.01% 1778
2024
Q2
$1.59M Buy
93,710
+13,115
+16% +$217K ﹤0.01% 1747
2024
Q1
$1.38M Buy
+80,595
New +$1.48M ﹤0.01% 1982
2020
Q3
Sell
-654,425
Closed -$10.2M 4578
2020
Q2
$9.05M Buy
+654,425
New +$8.5M 0.06% 305
2020
Q1
Sell
-395,990
Closed -$5.19M 4519
2019
Q4
$5.38M Sell
395,990
-20,255
-5% -$253K 0.04% 542
2019
Q3
$4.92M Buy
416,245
+132,330
+47% +$1.49M 0.04% 477
2019
Q2
$2.98M Buy
283,915
+276,175
+3,568% +$2.71M 0.03% 768
2019
Q1
$65K Buy
7,740
+1,605
+26% +$15K ﹤0.01% 3639
2018
Q4
$59K Sell
6,135
-662,050
-99% -$7.01M ﹤0.01% 4086
2018
Q3
$8.11M Buy
668,185
+327,065
+96% +$3.6M 0.04% 417
2018
Q2
$3.5M Sell
341,120
-103,905
-23% -$1.01M 0.02% 865
2018
Q1
$4.3M Sell
445,025
-21,085
-5% -$208K 0.02% 625
2017
Q4
$4.19K Buy
466,110
+463,060
+15,182% +$3.98M 0.02% 770
2017
Q3
$23 Buy
+3,050
New +$23.9K ﹤0.01% 3905
2017
Q2
Sell
-24,755
Closed -$176K 4907
2017
Q1
$167 Sell
24,755
-243,920
-91% -$1.52M ﹤0.01% 3081
2016
Q4
$1.51M Sell
268,675
-145,780
-35% -$886K 0.01% 1175
2016
Q3
$2.75M Buy
414,455
+190,805
+85% +$1.22M 0.02% 740
2016
Q2
$1.31M Sell
223,650
-125,790
-36% -$675K 0.01% 1351
2016
Q1
$1.8M Buy
+349,440
New +$1.6M 0.02% 929
2015
Q2
Sell
-96,165
Closed -$589K 5114
2015
Q1
$515K Sell
96,165
-203,280
-68% -$1.03M 0.01% 1466
2014
Q4
$1.23M Buy
299,445
+222,635
+290% +$878K 0.01% 921
2014
Q3
$277K Buy
+76,810
New +$277K ﹤0.01% 1805
2014
Q2
Sell
-53,430
Closed -$185K 4005
2014
Q1
$204 Buy
+53,430
New +$184K ﹤0.01% 1895
2013
Q4
Sell
-9,285
Closed -$34.3K 3792
2013
Q3
$40K Buy
+9,285
New +$39.3K ﹤0.01% 2342

Other funds holding SONY