Caldwell Trust’s Sonoco SON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $102K | Sell |
2,349
-185
|
|
||||
|
2025
Q1 | $120K | Sell |
2,534
-174
|
|
||||
|
2024
Q4 | $132K | Hold |
2,708
|
|
||||
|
2024
Q3 | $148K | Sell |
2,708
-321
|
|
||||
|
2024
Q2 | $154K | Hold |
3,029
|
|
||||
|
2024
Q1 | $175K | Hold |
3,029
|
|
||||
|
2023
Q4 | $169K | Sell |
3,029
-258
|
|
||||
|
2023
Q3 | $179K | Sell |
3,287
-239
|
|
||||
|
2023
Q2 | $208K | Sell |
3,526
-118
|
|
||||
|
2023
Q1 | $222K | Hold |
3,644
|
|
||||
|
2022
Q4 | $221K | Hold |
3,644
|
|
||||
|
2022
Q3 | $207K | Hold |
3,644
|
|
||||
|
2022
Q2 | $208K | Sell |
3,644
-5
|
|
||||
|
2022
Q1 | $228K | Sell |
3,649
-12
|
|
||||
|
2021
Q4 | $212K | Sell |
3,661
-108
|
|
||||
|
2021
Q3 | $225K | Sell |
3,769
-271
|
|
||||
|
2021
Q2 | $270K | Sell |
4,040
-12
|
|
||||
|
2021
Q1 | $256K | Sell |
4,052
-745
|
|
||||
|
2020
Q4 | $284K | Hold |
4,797
|
|
||||
|
2020
Q3 | $245K | Sell |
4,797
-951
|
|
||||
|
2020
Q2 | $301K | Sell |
5,748
-541
|
|
||||
|
2020
Q1 | $291K | Sell |
6,289
-92
|
|
||||
|
2019
Q4 | $394K | Buy |
+6,381
|
|