Advocate Group’s Sonoco SON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,920
| Closed | -$214K | – | 119 |
|
|
2024
Q3 | $214K | Buy |
+3,920
| New | +$214K | 0.04% | 114 |
|
|
2024
Q2 | – | Sell |
-3,920
| Closed | -$227K | – | 126 |
|
|
2024
Q1 | $227K | Sell |
3,920
-300
| -7% | -$17.4K | 0.05% | 109 |
|
|
2023
Q4 | $236K | Sell |
4,220
-768
| -15% | -$42.9K | 0.05% | 111 |
|
|
2023
Q3 | $271K | Hold |
4,988
| – | – | 0.06% | 103 |
|
|
2023
Q2 | $294K | Hold |
4,988
| – | – | 0.06% | 107 |
|
|
2023
Q1 | $304K | Sell |
4,988
-157
| -3% | -$9.58K | 0.07% | 105 |
|
|
2022
Q4 | $312K | Sell |
5,145
-257
| -5% | -$15.6K | 0.07% | 103 |
|
|
2022
Q3 | $306K | Sell |
5,402
-100
| -2% | -$5.67K | 0.08% | 98 |
|
|
2022
Q2 | $314K | Buy |
+5,502
| New | +$314K | 0.07% | 103 |
|