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Concurrent Investment Advisors’s Sonoco SON Stock Holding History

Concurrent Investment Advisors’s Portfolio SON Stock Details SON Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,571
Closed -$223K – 1240
2024
Q4 		$223K Buy
4,571
+475
+12% +$23.2K 0.01% 935
2024
Q3 		$224K Buy
+4,096
New +$224K 0.01% 884