Congress Wealth Management’s Sonoco SON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $668K | Buy |
15,336
+545
| +4% | +$23.7K | 0.01% | 827 |
|
|
2025
Q1 | $699K | Buy |
14,791
+224
| +2% | +$10.6K | 0.01% | 720 |
|
|
2024
Q4 | $712K | Buy |
14,567
+37
| +0.3% | +$1.81K | 0.01% | 571 |
|
|
2024
Q3 | $794K | Buy |
14,530
+1,000
| +7% | +$54.6K | 0.01% | 554 |
|
|
2024
Q2 | $686K | Hold |
13,530
| – | – | 0.01% | 487 |
|
|
2024
Q1 | $783K | Buy |
13,530
+2,006
| +17% | +$116K | 0.01% | 398 |
|
|
2023
Q4 | $644K | Buy |
11,524
+75
| +0.7% | +$4.19K | 0.01% | 434 |
|
|
2023
Q3 | $622K | Hold |
11,449
| – | – | 0.01% | 428 |
|
|
2023
Q2 | $676K | Buy |
+11,449
| New | +$676K | 0.02% | 378 |
|