A detailed history of Ep Wealth Advisors, LLC transactions in Sony Group Corp stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 9,315 shares of SONY stock, worth $172,234. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,315
Previous 7,723 20.61%
Holding current value
$172,234
Previous $662,000 19.49%
% of portfolio
0.01%
Previous 0.01%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 19, 2024

BUY
$75.37 - $87.23 $119,989 - $138,870
1,592 Added 20.61%
9,315 $791,000
Q1 2024

May 14, 2024

BUY
$85.16 - $99.75 $21,886 - $25,635
257 Added 3.44%
7,723 $662,000
Q4 2023

Feb 28, 2024

BUY
$80.04 - $94.69 $3,441 - $4,071
43 Added 0.58%
7,466 $706,000
Q3 2023

Nov 22, 2023

BUY
$81.05 - $95.1 $601,634 - $705,927
7,423 New
7,423 $611,000
Q2 2022

Aug 11, 2022

BUY
$80.06 - $105.04 $219,444 - $287,914
2,741 New
2,741 $224,000
Q2 2021

Aug 24, 2021

SELL
$92.97 - $112.77 $194,493 - $235,914
-2,092 Closed
0 $0
Q1 2021

May 17, 2021

SELL
$95.71 - $116.71 $478 - $583
-5 Reduced 0.24%
2,092 $222,000
Q4 2020

Feb 18, 2021

BUY
$72.67 - $101.1 $152,388 - $212,006
2,097 New
2,097 $212,000

Others Institutions Holding SONY

About Sony Group Corp


  • Ticker SONY
  • Exchange OTC
  • Sector Technology
  • Industry Consumer Electronics
  • Shares Outstandng 1,238,290,048
  • Market Cap $22.9B
  • Description
  • Sony Group Corporation designs, develops, produces, and sells electronic equipment, instruments, and devices for the consumer, professional, and industrial markets in Japan, the United States, Europe, China, the Asia-Pacific, and internationally. The company distributes software titles and add-on content through digital networks; network service...
More about SONY
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