B.O.S.S. Retirement Advisors’s Sonoco SON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $357K | Buy |
8,198
+58
| +0.7% | +$2.53K | 0.09% | 137 |
|
|
2025
Q1 | $385K | Buy |
+8,140
| New | +$385K | 0.11% | 119 |
|
|
2024
Q4 | – | Sell |
-22,191
| Closed | -$1.21M | – | 279 |
|
|
2024
Q3 | $1.21M | Buy |
22,191
+1,784
| +9% | +$97.5K | 0.24% | 107 |
|
|
2024
Q2 | $1.04M | Buy |
20,407
+1,207
| +6% | +$61.2K | 0.26% | 103 |
|
|
2024
Q1 | $1.07M | Sell |
19,200
-3,155
| -14% | -$176K | 0.41% | 92 |
|
|
2023
Q4 | $1.25M | Sell |
22,355
-2,762
| -11% | -$154K | 0.24% | 140 |
|
|
2023
Q3 | $1.37M | Sell |
25,117
-2,012
| -7% | -$109K | 0.29% | 130 |
|
|
2023
Q2 | $1.6M | Sell |
27,129
-3,300
| -11% | -$195K | 0.34% | 116 |
|
|
2023
Q1 | $1.86M | Buy |
30,429
+1,340
| +5% | +$81.7K | 0.44% | 90 |
|
|
2022
Q4 | $1.77M | Buy |
+29,089
| New | +$1.77M | 0.45% | 90 |
|