Allworth Financial’s Sonoco SON Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $51.1K | Buy |
1,173
+102
| +10% | +$4.45K | ﹤0.01% | 1920 |
|
2025
Q1 | $49.7K | Buy |
1,071
+646
| +152% | +$30K | ﹤0.01% | 1546 |
|
2024
Q4 | $20.6K | Buy |
425
+379
| +824% | +$18.4K | ﹤0.01% | 2071 |
|
2024
Q3 | $2.51K | Sell |
46
-1,115
| -96% | -$60.9K | ﹤0.01% | 2858 |
|
2024
Q2 | $60.2K | Sell |
1,161
-828
| -42% | -$43K | ﹤0.01% | 1297 |
|
2024
Q1 | $115K | Sell |
1,989
-166
| -8% | -$9.6K | ﹤0.01% | 968 |
|
2023
Q4 | $120K | Sell |
2,155
-109
| -5% | -$6.09K | ﹤0.01% | 881 |
|
2023
Q3 | $123K | Sell |
2,264
-904
| -29% | -$49.1K | ﹤0.01% | 812 |
|
2023
Q2 | $187K | Buy |
3,168
+1,018
| +47% | +$60.1K | ﹤0.01% | 718 |
|
2023
Q1 | $131K | Sell |
2,150
-20
| -0.9% | -$1.22K | ﹤0.01% | 765 |
|
2022
Q4 | $132K | Buy |
2,170
+18
| +0.8% | +$1.09K | ﹤0.01% | 736 |
|
2022
Q3 | $122K | Buy |
2,152
+112
| +5% | +$6.35K | ﹤0.01% | 713 |
|
2022
Q2 | $116K | Sell |
2,040
-65
| -3% | -$3.7K | ﹤0.01% | 683 |
|
2022
Q1 | $132K | Sell |
2,105
-394
| -16% | -$24.7K | ﹤0.01% | 652 |
|
2021
Q4 | $145K | Sell |
2,499
-260
| -9% | -$15.1K | ﹤0.01% | 599 |
|
2021
Q3 | $164K | Buy |
+2,759
| New | +$164K | ﹤0.01% | 524 |
|