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B.O.S.S. Retirement Advisors’s Sonoco SON Stock Holding History

B.O.S.S. Retirement Advisors’s Portfolio SON Stock Details SON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$426K Sell
7,877
-84
-1% -$4.33K 0.13% 109
2025
Q4 		$347K Sell
7,961
-366
-4% -$15.2K 0.11% 118
2025
Q3 		$359K Buy
8,327
+129
+2% +$5.96K 0.09% 142
2025
Q2 		$357K Buy
8,198
+58
+0.7% +$2.59K 0.09% 137
2025
Q1 		$385K Buy
+8,140
New +$385K 0.11% 119
2024
Q4 		– Sell
-22,191
Closed -$1.21M – 281
2024
Q3 		$1.21M Buy
22,191
+1,784
+9% +$93.3K 0.24% 107
2024
Q2 		$1.04M Buy
20,407
+1,207
+6% +$69.7K 0.26% 103
2024
Q1 		$1.07M Sell
19,200
-3,155
-14% -$180K 0.41% 92
2023
Q4 		$1.25M Sell
22,355
-2,762
-11% -$150K 0.24% 140
2023
Q3 		$1.37M Sell
25,117
-2,012
-7% -$114K 0.29% 130
2023
Q2 		$1.6M Sell
27,129
-3,300
-11% -$199K 0.34% 116
2023
Q1 		$1.86M Buy
30,429
+1,340
+5% +$79.5K 0.44% 90
2022
Q4 		$1.77M Buy
+29,089
New +$1.75M 0.45% 90

Other funds holding SON

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return