Avantax Advisory Services’s Sonoco SON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $333K | Sell |
7,637
-2,287
| -23% | -$99.6K | ﹤0.01% | 1834 |
|
|
2025
Q1 | $469K | Buy |
9,924
+767
| +8% | +$36.2K | ﹤0.01% | 1543 |
|
|
2024
Q4 | $447K | Sell |
9,157
-1,699
| -16% | -$83K | ﹤0.01% | 1519 |
|
|
2024
Q3 | $593K | Buy |
10,856
+387
| +4% | +$21.1K | ﹤0.01% | 1305 |
|
|
2024
Q2 | $531K | Buy |
+10,469
| New | +$531K | ﹤0.01% | 1329 |
|
|
2023
Q3 | – | Sell |
-4,213
| Closed | -$249K | – | 1615 |
|
|
2023
Q2 | $249K | Buy |
+4,213
| New | +$249K | ﹤0.01% | 1284 |
|
|
2022
Q2 | – | Sell |
-4,218
| Closed | -$263K | – | 1387 |
|
|
2022
Q1 | $263K | Buy |
4,218
+2
| +0% | +$125 | ﹤0.01% | 1066 |
|
|
2021
Q4 | $244K | Sell |
4,216
-242
| -5% | -$14K | ﹤0.01% | 1076 |
|
|
2021
Q3 | $267K | Sell |
4,458
-250
| -5% | -$15K | ﹤0.01% | 976 |
|
|
2021
Q2 | $317K | Buy |
4,708
+255
| +6% | +$17.2K | 0.01% | 881 |
|
|
2021
Q1 | $280K | Sell |
4,453
-247
| -5% | -$15.5K | 0.01% | 835 |
|
|
2020
Q4 | $281K | Sell |
4,700
-3,717
| -44% | -$222K | 0.01% | 752 |
|
|
2020
Q3 | $430K | Buy |
8,417
+355
| +4% | +$18.1K | 0.01% | 854 |
|
|
2020
Q2 | $420K | Hold |
8,062
| – | – | 0.01% | 528 |
|
|
2020
Q1 | $373K | Buy |
8,062
+3,974
| +97% | +$184K | 0.01% | 511 |
|
|
2019
Q4 | $252K | Buy |
4,088
+178
| +5% | +$11K | 0.01% | 694 |
|
|
2019
Q3 | $228K | Sell |
3,910
-1,256
| -24% | -$73.2K | 0.01% | 503 |
|
|
2019
Q2 | $338K | Buy |
+5,166
| New | +$338K | 0.01% | 373 |
|