Cascade Investment Advisors’s Sonoco SON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $663K | Buy |
12,262
+700
| +6% | +$36.1K | 0.39% | 88 |
|
|
2025
Q4 | $505K | Sell |
11,562
-10,665
| -48% | -$442K | 0.3% | 90 |
|
|
2025
Q3 | $958K | Sell |
22,227
-260
| -1% | -$12K | 0.58% | 80 |
|
|
2025
Q2 | $980K | Sell |
22,487
-5,385
| -19% | -$241K | 0.63% | 77 |
|
|
2025
Q1 | $1.32M | Buy |
27,872
+125
| +0.5% | +$5.91K | 0.89% | 54 |
|
|
2024
Q4 | $1.36M | Buy |
27,747
+780
| +3% | +$40.3K | 0.87% | 54 |
|
|
2024
Q3 | $1.47M | Buy |
26,967
+1,145
| +4% | +$59.9K | 0.94% | 51 |
|
|
2024
Q2 | $1.31M | Sell |
25,822
-500
| -2% | -$28.9K | 0.88% | 52 |
|
|
2024
Q1 | $1.52M | Buy |
26,322
+2,190
| +9% | +$125K | 0.99% | 43 |
|
|
2023
Q4 | $1.35M | Buy |
24,132
+960
| +4% | +$52.1K | 0.96% | 44 |
|
|
2023
Q3 | $1.26M | Buy |
23,172
+1,335
| +6% | +$75.6K | 1% | 42 |
|
|
2023
Q2 | $1.29M | Buy |
21,837
+5,972
| +38% | +$359K | 0.96% | 46 |
|
|
2023
Q1 | $968K | Buy |
+15,865
| New | +$941K | 0.77% | 67 |
|
|
2022
Q3 | – | Sell |
-1,000
| Closed | -$57K | – | 200 |
|
|
2022
Q2 | $57K | Hold |
1,000
| – | – | 0.04% | 145 |
|
|
2022
Q1 | $62.6K | Hold |
1,000
| – | – | 0.04% | 154 |
|
|
2021
Q4 | $57.9K | Hold |
1,000
| – | – | 0.03% | 158 |
|
|
2021
Q3 | $59.6K | Hold |
1,000
| – | – | 0.04% | 152 |
|
|
2021
Q2 | $66.9K | Hold |
1,000
| – | – | 0.04% | 146 |
|
|
2021
Q1 | $63.3K | Hold |
1,000
| – | – | 0.04% | 148 |
|
|
2020
Q4 | $59.3K | Hold |
1,000
| – | – | 0.04% | 150 |
|
|
2020
Q3 | $51.1K | Hold |
1,000
| – | – | 0.04% | 151 |
|
|
2020
Q2 | $52.3K | Hold |
1,000
| – | – | 0.05% | 138 |
|
|
2020
Q1 | $46.4K | Hold |
1,000
| – | – | 0.05% | 139 |
|
|
2019
Q4 | $61.7K | Hold |
1,000
| – | – | 0.05% | 141 |
|
|
2019
Q3 | $58.2K | Hold |
1,000
| – | – | 0.04% | 139 |
|
|
2019
Q2 | $65.3K | Hold |
1,000
| – | – | 0.06% | 131 |
|
|
2019
Q1 | $61.5K | Hold |
1,000
| – | – | 0.06% | 128 |
|
|
2018
Q4 | $53.1K | Hold |
1,000
| – | – | 0.05% | 129 |
|
|
2018
Q3 | $55.5K | Hold |
1,000
| – | – | 0.05% | 126 |
|
|
2018
Q2 | $52.5K | Hold |
1,000
| – | – | 0.05% | 129 |
|
|
2018
Q1 | $48.5K | Hold |
1,000
| – | – | 0.04% | 128 |
|
|
2017
Q4 | $53.1K | Hold |
1,000
| – | – | 0.04% | 127 |
|
|
2017
Q3 | $50.5K | Hold |
1,000
| – | – | 0.04% | 124 |
|
|
2017
Q2 | $51.4K | Hold |
1,000
| – | – | 0.04% | 122 |
|
|
2017
Q1 | $52.9K | Hold |
1,000
| – | – | 0.05% | 112 |
|
|
2016
Q4 | $52.7K | Buy |
+1,000
| New | +$52.2K | 0.04% | 111 |
|
|
2016
Q2 | $49.7K | Buy |
+1,000
| New | +$47.5K | 0.05% | 106 |
|
Other funds holding SON
VPM
VCM
