WhitTier Trust Company’s Sony SONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $286K | Buy |
11,000
+787
| +8% | +$20.5K | 0.01% | 471 |
|
|
2025
Q1 | $259K | Sell |
10,213
-6,975
| -41% | -$177K | 0.01% | 486 |
|
|
2024
Q4 | $364K | Sell |
17,188
-7,042
| -29% | -$149K | 0.01% | 407 |
|
|
2024
Q3 | $468K | Sell |
24,230
-19,050
| -44% | -$368K | 0.01% | 365 |
|
|
2024
Q2 | $735K | Buy |
43,280
+620
| +1% | +$10.5K | 0.02% | 308 |
|
|
2024
Q1 | $732K | Sell |
42,660
-9,085
| -18% | -$156K | 0.02% | 309 |
|
|
2023
Q4 | $980K | Buy |
51,745
+13,305
| +35% | +$252K | 0.03% | 281 |
|
|
2023
Q3 | $633K | Hold |
38,440
| – | – | 0.02% | 313 |
|
|
2023
Q2 | $692K | Sell |
38,440
-6,140
| -14% | -$111K | 0.02% | 306 |
|
|
2023
Q1 | $808K | Buy |
44,580
+285
| +0.6% | +$5.17K | 0.03% | 295 |
|
|
2022
Q4 | $676K | Sell |
44,295
-12,475
| -22% | -$190K | 0.03% | 310 |
|
|
2022
Q3 | $727K | Sell |
56,770
-905
| -2% | -$11.6K | 0.03% | 301 |
|
|
2022
Q2 | $943K | Buy |
57,675
+970
| +2% | +$15.9K | 0.04% | 277 |
|
|
2022
Q1 | $1.17M | Hold |
56,705
| – | – | 0.04% | 265 |
|
|
2021
Q4 | $1.43M | Buy |
56,705
+1,845
| +3% | +$46.6K | 0.05% | 245 |
|
|
2021
Q3 | $1.21M | Sell |
54,860
-9,555
| -15% | -$211K | 0.05% | 248 |
|
|
2021
Q2 | $1.25M | Buy |
64,415
+2,930
| +5% | +$56.9K | 0.05% | 242 |
|
|
2021
Q1 | $1.3M | Buy |
61,485
+32,525
| +112% | +$690K | 0.06% | 231 |
|
|
2020
Q4 | $586K | Hold |
28,960
| – | – | 0.03% | 301 |
|
|
2020
Q3 | $445K | Hold |
28,960
| – | – | 0.03% | 312 |
|
|
2020
Q2 | $400K | Hold |
28,960
| – | – | 0.03% | 314 |
|
|
2020
Q1 | $343K | Hold |
28,960
| – | – | 0.03% | 315 |
|
|
2019
Q4 | $394K | Hold |
28,960
| – | – | 0.03% | 325 |
|
|
2019
Q3 | $342K | Hold |
28,960
| – | – | 0.02% | 342 |
|
|
2019
Q2 | $303K | Hold |
28,960
| – | – | 0.02% | 355 |
|
|
2019
Q1 | $245K | Hold |
28,960
| – | – | 0.02% | 369 |
|
|
2018
Q4 | $280K | Hold |
28,960
| – | – | 0.02% | 335 |
|
|
2018
Q3 | $351K | Sell |
28,960
-4,835
| -14% | -$58.6K | 0.03% | 311 |
|
|
2018
Q2 | $346K | Hold |
33,795
| – | – | 0.03% | 307 |
|
|
2018
Q1 | $327K | Buy |
33,795
+21,615
| +177% | +$209K | 0.03% | 316 |
|
|
2017
Q4 | $109K | Buy |
+12,180
| New | +$109K | 0.01% | 445 |
|