Clearstead 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 | $1.25K | Sell |
23
-318
| -93% | -$16.4K | ﹤0.01% | 2005 |
|
|
2025
Q4 | $14.9K | Sell |
341
-997
| -75% | -$41.3K | ﹤0.01% | 1794 |
|
|
2025
Q3 | $57.7K | Buy |
1,338
+965
| +259% | +$44.6K | ﹤0.01% | 1237 |
|
|
2025
Q2 | $16.2K | Buy |
373
+66
| +21% | +$2.95K | ﹤0.01% | 1707 |
|
|
2025
Q1 | $14.5K | Sell |
307
-4,485
| -94% | -$212K | ﹤0.01% | 1506 |
|
|
2024
Q4 | $234K | Sell |
4,792
-668
| -12% | -$34.5K | ﹤0.01% | 810 |
|
|
2024
Q3 | $298K | Sell |
5,460
-430
| -7% | -$22.5K | ﹤0.01% | 727 |
|
|
2024
Q2 | $299K | Buy |
5,890
+5,692
| +2,875% | +$329K | 0.01% | 681 |
|
|
2024
Q1 | $11.8K | Hold |
198
| – | – | ﹤0.01% | 1031 |
|
|
2023
Q4 | $11.1K | Sell |
198
-198
| -50% | -$10.7K | ﹤0.01% | 1042 |
|
|
2023
Q3 | $21.5K | Buy |
396
+8
| +2% | +$453 | ﹤0.01% | 1011 |
|
|
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% | 772 |
|
|
2022
Q3 | $22K | Hold |
388
| – | – | ﹤0.01% | 759 |
|
|
2022
Q2 | $22K | Hold |
388
| – | – | ﹤0.01% | 783 |
|
|
2022
Q1 | $24K | Hold |
388
| – | – | ﹤0.01% | 827 |
|
|
2021
Q4 | $22K | Hold |
388
| – | – | ﹤0.01% | 807 |
|
|
2021
Q3 | $23K | Hold |
388
| – | – | ﹤0.01% | 773 |
|
|
2021
Q2 | $26K | Hold |
388
| – | – | ﹤0.01% | 666 |
|
|
2021
Q1 | $25K | Hold |
388
| – | – | ﹤0.01% | 636 |
|
|
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 | +$20.7K | ﹤0.01% | 514 |
|
Other funds holding SON
VPM
VCM
