Clearstead 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 | $16.2K | Buy |
373
+66
| +21% | +$2.88K | ﹤0.01% | 1702 |
|
|
2025
Q1 | $14.5K | Sell |
307
-4,485
| -94% | -$212K | ﹤0.01% | 1502 |
|
|
2024
Q4 | $234K | Sell |
4,792
-668
| -12% | -$32.6K | ﹤0.01% | 808 |
|
|
2024
Q3 | $298K | Sell |
5,460
-430
| -7% | -$23.5K | ﹤0.01% | 726 |
|
|
2024
Q2 | $299K | Buy |
5,890
+5,692
| +2,875% | +$289K | 0.01% | 681 |
|
|
2024
Q1 | $11.8K | Hold |
198
| – | – | ﹤0.01% | 1030 |
|
|
2023
Q4 | $11.1K | Sell |
198
-198
| -50% | -$11.1K | ﹤0.01% | 1040 |
|
|
2023
Q3 | $21.5K | Buy |
396
+8
| +2% | +$435 | ﹤0.01% | 1010 |
|
|
2023
Q2 | $22.9K | Hold |
388
| – | – | ﹤0.01% | 878 |
|
|
2023
Q1 | $23.7K | Hold |
388
| – | – | ﹤0.01% | 816 |
|
|
2022
Q4 | $23.6K | Hold |
388
| – | – | ﹤0.01% | 771 |
|
|
2022
Q3 | $22K | Hold |
388
| – | – | ﹤0.01% | 757 |
|
|
2022
Q2 | $22K | Hold |
388
| – | – | ﹤0.01% | 781 |
|
|
2022
Q1 | $24K | Hold |
388
| – | – | ﹤0.01% | 825 |
|
|
2021
Q4 | $22K | Hold |
388
| – | – | ﹤0.01% | 803 |
|
|
2021
Q3 | $23K | Hold |
388
| – | – | ﹤0.01% | 770 |
|
|
2021
Q2 | $26K | Hold |
388
| – | – | ﹤0.01% | 665 |
|
|
2021
Q1 | $25K | Hold |
388
| – | – | ﹤0.01% | 635 |
|
|
2020
Q4 | $23K | Hold |
388
| – | – | ﹤0.01% | 611 |
|
|
2020
Q3 | $20K | Hold |
388
| – | – | ﹤0.01% | 585 |
|
|
2020
Q2 | $20K | Hold |
388
| – | – | ﹤0.01% | 529 |
|
|
2020
Q1 | $18K | Buy |
+388
| New | +$18K | ﹤0.01% | 513 |
|