Concord Wealth Partners’s Sonoco SON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,040
| Closed | -$59K | – | 993 |
|
|
2022
Q2 | $59K | Sell |
1,040
-157
| -13% | -$8.91K | 0.02% | 341 |
|
|
2022
Q1 | $75K | Hold |
1,197
| – | – | 0.02% | 354 |
|
|
2021
Q4 | $69K | Buy |
1,197
+597
| +100% | +$34.4K | 0.02% | 388 |
|
|
2021
Q3 | $36K | Sell |
600
-482
| -45% | -$28.9K | 0.01% | 275 |
|
|
2021
Q2 | $72K | Hold |
1,082
| – | – | 0.02% | 288 |
|
|
2021
Q1 | $68K | Buy |
1,082
+482
| +80% | +$30.3K | 0.02% | 283 |
|
|
2020
Q4 | $36K | Buy |
+600
| New | +$36K | 0.03% | 243 |
|