A detailed history of Ever Source Wealth Advisors, LLC transactions in Sony Group Corp stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 1,662 shares of SONY stock, worth $143,929. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,662
Previous 1,516 9.63%
Holding current value
$143,929
Previous $129,000 10.08%
% of portfolio
0.01%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Jun 11, 2024

BUY
$85.16 - $99.75 $12,433 - $14,563
146 Added 9.63%
1,662 $142,000
Q4 2023

Feb 09, 2024

BUY
$80.04 - $94.69 $32,656 - $38,633
408 Added 36.82%
1,516 $143,000
Q3 2023

Nov 03, 2023

BUY
$81.05 - $95.1 $12,319 - $14,455
152 Added 15.9%
1,108 $91,000
Q2 2023

Aug 04, 2023

SELL
$88.17 - $100.19 $3,791 - $4,308
-43 Reduced 4.3%
956 $86,000
Q1 2023

May 11, 2023

BUY
$76.66 - $93.8 $44,999 - $55,060
587 Added 142.48%
999 $90,000
Q4 2022

Feb 09, 2023

BUY
$63.46 - $83.94 $3,046 - $4,029
48 Added 13.19%
412 $31,000
Q3 2022

Nov 07, 2022

BUY
$64.05 - $87.78 $16,268 - $22,296
254 Added 230.91%
364 $23,000
Q2 2022

Aug 01, 2022

BUY
$80.06 - $105.04 $480 - $630
6 Added 5.77%
110 $9,000
Q1 2022

May 25, 2022

SELL
$94.79 - $128.59 $165,313 - $224,260
-1,744 Reduced 94.37%
104 $10,000
Q4 2021

Feb 07, 2022

BUY
$105.56 - $127.48 $195,074 - $235,583
1,848 New
1,848 $234,000

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 $107B
  • 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
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.