West Family Investments’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $881K | Buy |
33,843
+7,118
| +27% | +$185K | 0.23% | 89 |
|
|
2025
Q1 | $679K | Hold |
26,725
| – | – | 0.26% | 80 |
|
|
2024
Q4 | $566K | Sell |
26,725
-385
| -1% | -$8.15K | 0.2% | 103 |
|
|
2024
Q3 | $524K | Buy |
27,110
+3,115
| +13% | +$60.2K | 0.18% | 117 |
|
|
2024
Q2 | $408K | Hold |
23,995
| – | – | 0.12% | 136 |
|
|
2024
Q1 | $411K | Hold |
23,995
| – | – | 0.13% | 131 |
|
|
2023
Q4 | $454K | Hold |
23,995
| – | – | 0.15% | 102 |
|
|
2023
Q3 | $395K | Hold |
23,995
| – | – | 0.14% | 116 |
|
|
2023
Q2 | $432K | Hold |
23,995
| – | – | 0.17% | 110 |
|
|
2023
Q1 | $435K | Hold |
23,995
| – | – | 0.17% | 94 |
|
|
2022
Q4 | $366K | Buy |
+23,995
| New | +$366K | 0.12% | 134 |
|
|
2022
Q2 | – | Sell |
-29,380
| Closed | -$604K | – | 301 |
|
|
2022
Q1 | $604K | Sell |
29,380
-4,555
| -13% | -$93.6K | 0.17% | 93 |
|
|
2021
Q4 | $858K | Buy |
33,935
+4,625
| +16% | +$117K | 0.23% | 76 |
|
|
2021
Q3 | $648K | Buy |
29,310
+5,390
| +23% | +$119K | 0.17% | 109 |
|
|
2021
Q2 | $465K | Buy |
+23,920
| New | +$465K | 0.13% | 139 |
|
|
2014
Q4 | – | Sell |
-10,000
| Closed | -$36K | – | 105 |
|
|
2014
Q3 | $36K | Hold |
10,000
| – | – | 0.01% | 96 |
|
|
2014
Q2 | $34K | Hold |
10,000
| – | – | 0.01% | 93 |
|
|
2014
Q1 | $38K | Hold |
10,000
| – | – | 0.01% | 93 |
|
|
2013
Q4 | $35K | Hold |
10,000
| – | – | 0.01% | 86 |
|
|
2013
Q3 | $43K | Hold |
10,000
| – | – | 0.01% | 79 |
|
|
2013
Q2 | $42K | Buy |
+10,000
| New | +$42K | 0.01% | 87 |
|