AE Wealth Management’s Sonoco SON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $545K | Sell |
12,515
-221,957
| -95% | -$9.67M | ﹤0.01% | 896 |
|
|
2025
Q1 | $11.1M | Buy |
234,472
+26,571
| +13% | +$1.26M | 0.09% | 228 |
|
|
2024
Q4 | $10.2M | Buy |
207,901
+22,189
| +12% | +$1.08M | 0.09% | 243 |
|
|
2024
Q3 | $10.1M | Buy |
185,712
+3,416
| +2% | +$187K | 0.09% | 235 |
|
|
2024
Q2 | $9.25M | Buy |
182,296
+12,401
| +7% | +$629K | 0.09% | 231 |
|
|
2024
Q1 | $9.83M | Sell |
169,895
-24,784
| -13% | -$1.43M | 0.11% | 219 |
|
|
2023
Q4 | $11.4M | Sell |
194,679
-22,523
| -10% | -$1.31M | 0.06% | 368 |
|
|
2023
Q3 | $11.8M | Sell |
217,202
-23,025
| -10% | -$1.25M | 0.07% | 338 |
|
|
2023
Q2 | $14.2M | Sell |
240,227
-497
| -0.2% | -$29.3K | 0.09% | 282 |
|
|
2023
Q1 | $14.7M | Buy |
240,724
+28,863
| +14% | +$1.76M | 0.09% | 260 |
|
|
2022
Q4 | $12.9M | Buy |
211,861
+59,688
| +39% | +$3.62M | 0.09% | 251 |
|
|
2022
Q3 | $8.63M | Buy |
+152,173
| New | +$8.63M | 0.07% | 310 |
|