Alan B. Lancz & Associates’s Sonoco SON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,400
| Closed | -$208K | – | 132 |
|
|
2025
Q1 | $208K | Hold |
4,400
| – | – | 0.22% | 117 |
|
|
2024
Q4 | $215K | Sell |
4,400
-300
| -6% | -$14.7K | 0.22% | 114 |
|
|
2024
Q3 | $257K | Hold |
4,700
| – | – | 0.24% | 112 |
|
|
2024
Q2 | $238K | Buy |
+4,700
| New | +$238K | 0.24% | 108 |
|
|
2023
Q4 | $263K | Hold |
4,700
| – | – | 0.28% | 106 |
|
|
2023
Q3 | $255K | Hold |
4,700
| – | – | 0.29% | 105 |
|
|
2023
Q2 | $277K | Hold |
4,700
| – | – | 0.3% | 102 |
|
|
2023
Q1 | $287K | Hold |
4,700
| – | – | 0.3% | 99 |
|
|
2022
Q4 | $288K | Hold |
4,700
| – | – | 0.29% | 103 |
|
|
2022
Q3 | $267K | Hold |
4,700
| – | – | 0.32% | 96 |
|
|
2022
Q2 | $298K | Sell |
4,700
-800
| -15% | -$50.7K | 0.29% | 98 |
|
|
2022
Q1 | $344K | Hold |
5,500
| – | – | 0.3% | 94 |
|
|
2021
Q4 | $318K | Buy |
+5,500
| New | +$318K | 0.28% | 101 |
|