Number of Shares
960,090.00
Current Holdings Value*
$24.27 Mil
% of Portfolio
1.8%
Total Estimate Gain
$5.89 Mil
% of Total Estimate Gain
15.77%

REILLY FINANCIAL ADVISORS, LLC's Sony Group Corp Holding Summary

As of 2021-12-31, REILLY FINANCIAL ADVISORS, LLC held 960,090.00 shares of Sony Group Corp(SONY), totaling $24.27 Mil. This investment constitutes 1.8% of their stock portfolio, and REILLY FINANCIAL ADVISORS, LLC now holds 0.02% of the outstanding Sony Group Corp(SONY) stock.

The initial trade took place in 2015Q1. And since then REILLY FINANCIAL ADVISORS, LLC has made 7 purchases of SONY, at an average price of $20.00, for a total of 1.87 Mil shares. In addition, there have been 4 sales at an average price of $20.92 for 905,835.00 shares. Based on historical transaction data and SONY's current price of $25.26, REILLY FINANCIAL ADVISORS, LLC's estimated gain on his SONY holdings is $5.89 Mil, reflecting a 15.77% gain to date.

REILLY FINANCIAL ADVISORS, LLC SONY ($25.26) Holding Chart

REILLY FINANCIAL ADVISORS, LLC SONY ($25.26) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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