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CapWealth Advisors, LLC → SNEJF
CapWealth Advisors, LLC SNEJF Position History
Sony Group Corporation • Communication Services
Quarters held
8
Latest value
$16.1M
Q3 2026
Peak value
$16.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $15.9M |
| Q3 2025 | $15.9M |
| Q3 2025 | $15.9M |
| Q4 2025 | $15M |
| Q4 2025 | $15M |
| Q1 2026 | $12.8M |
| Q2 2026 | $13.3M |
| Q3 2026 | $16.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $16.1M | 683.9K | — | — |
| Q2 2026 | $13.3M | 662.2K | — | — |
| Q1 2026 | $12.8M | 618.7K | — | — |
| Q4 2025 | $15M | 587.0K | — | — |
| Q4 2025 | $15M | 587.0K | — | — |
| Q3 2025 | $15.9M | 552.4K | — | — |
| Q3 2025 | $15.9M | 552.4K | — | — |
| Q3 2025 | $15.9M | 552.4K | — | — |