Creative Planning’s Sonoco SON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Buy |
24,636
+10,312
| +72% | +$449K | ﹤0.01% | 1791 |
|
|
2025
Q1 | $677K | Sell |
14,324
-2,590
| -15% | -$122K | ﹤0.01% | 2027 |
|
|
2024
Q4 | $826K | Buy |
16,914
+5,479
| +48% | +$268K | ﹤0.01% | 1796 |
|
|
2024
Q3 | $625K | Buy |
11,435
+473
| +4% | +$25.8K | ﹤0.01% | 1912 |
|
|
2024
Q2 | $556K | Buy |
10,962
+151
| +1% | +$7.66K | ﹤0.01% | 1851 |
|
|
2024
Q1 | $625K | Buy |
10,811
+1,332
| +14% | +$77K | ﹤0.01% | 1688 |
|
|
2023
Q4 | $530K | Buy |
9,479
+399
| +4% | +$22.3K | ﹤0.01% | 1677 |
|
|
2023
Q3 | $494K | Buy |
9,080
+200
| +2% | +$10.9K | ﹤0.01% | 1580 |
|
|
2023
Q2 | $524K | Buy |
8,880
+22
| +0.2% | +$1.3K | ﹤0.01% | 1511 |
|
|
2023
Q1 | $540K | Buy |
8,858
+416
| +5% | +$25.4K | ﹤0.01% | 1409 |
|
|
2022
Q4 | $513K | Sell |
8,442
-2,017
| -19% | -$122K | ﹤0.01% | 1405 |
|
|
2022
Q3 | $593K | Buy |
10,459
+5,033
| +93% | +$285K | ﹤0.01% | 1220 |
|
|
2022
Q2 | $309K | Buy |
5,426
+214
| +4% | +$12.2K | ﹤0.01% | 1586 |
|
|
2022
Q1 | $326K | Buy |
5,212
+23
| +0.4% | +$1.44K | ﹤0.01% | 1575 |
|
|
2021
Q4 | $300K | Buy |
5,189
+23
| +0.4% | +$1.33K | ﹤0.01% | 1623 |
|
|
2021
Q3 | $308K | Buy |
5,166
+60
| +1% | +$3.58K | ﹤0.01% | 1574 |
|
|
2021
Q2 | $342K | Sell |
5,106
-74
| -1% | -$4.96K | ﹤0.01% | 1489 |
|
|
2021
Q1 | $328K | Buy |
5,180
+921
| +22% | +$58.3K | ﹤0.01% | 1713 |
|
|
2020
Q4 | $252K | Buy |
4,259
+45
| +1% | +$2.66K | ﹤0.01% | 1706 |
|
|
2020
Q3 | $215K | Sell |
4,214
-332
| -7% | -$16.9K | ﹤0.01% | 1608 |
|
|
2020
Q2 | $238K | Sell |
4,546
-231
| -5% | -$12.1K | ﹤0.01% | 1420 |
|
|
2020
Q1 | $221K | Sell |
4,777
-942
| -16% | -$43.6K | ﹤0.01% | 1335 |
|
|
2019
Q4 | $353K | Sell |
5,719
-11
| -0.2% | -$679 | ﹤0.01% | 1297 |
|
|
2019
Q3 | $334K | Buy |
5,730
+570
| +11% | +$33.2K | ﹤0.01% | 1286 |
|
|
2019
Q2 | $337K | Buy |
5,160
+13
| +0.3% | +$849 | ﹤0.01% | 1292 |
|
|
2019
Q1 | $317K | Buy |
5,147
+160
| +3% | +$9.85K | ﹤0.01% | 1293 |
|
|
2018
Q4 | $265K | Sell |
4,987
-2,491
| -33% | -$132K | ﹤0.01% | 1309 |
|
|
2018
Q3 | $415K | Buy |
7,478
+795
| +12% | +$44.1K | ﹤0.01% | 1186 |
|
|
2018
Q2 | $351K | Buy |
6,683
+477
| +8% | +$25.1K | ﹤0.01% | 1256 |
|
|
2018
Q1 | $301K | Buy |
6,206
+70
| +1% | +$3.4K | ﹤0.01% | 1328 |
|
|
2017
Q4 | $326K | Buy |
6,136
+726
| +13% | +$38.6K | ﹤0.01% | 1304 |
|
|
2017
Q3 | $273K | Buy |
5,410
+85
| +2% | +$4.29K | ﹤0.01% | 1372 |
|
|
2017
Q2 | $274K | Sell |
5,325
-301
| -5% | -$15.5K | ﹤0.01% | 1333 |
|
|
2017
Q1 | $298K | Buy |
5,626
+309
| +6% | +$16.4K | ﹤0.01% | 1260 |
|
|
2016
Q4 | $280K | Buy |
5,317
+122
| +2% | +$6.43K | ﹤0.01% | 1217 |
|
|
2016
Q3 | $274K | Buy |
5,195
+655
| +14% | +$34.5K | ﹤0.01% | 1218 |
|
|
2016
Q2 | $225K | Sell |
4,540
-832
| -15% | -$41.2K | ﹤0.01% | 1194 |
|
|
2016
Q1 | $261K | Hold |
5,372
| – | – | ﹤0.01% | 1083 |
|
|
2015
Q4 | $220K | Sell |
5,372
-303
| -5% | -$12.4K | ﹤0.01% | 1140 |
|
|
2015
Q3 | $214K | Buy |
+5,675
| New | +$214K | ﹤0.01% | 1152 |
|
|
2015
Q2 | – | Sell |
-5,970
| Closed | -$271K | – | 2609 |
|
|
2015
Q1 | $271K | Buy |
5,970
+635
| +12% | +$28.8K | ﹤0.01% | 1041 |
|
|
2014
Q4 | $233K | Hold |
5,335
| – | – | ﹤0.01% | 1042 |
|
|
2014
Q3 | $210K | Sell |
5,335
-1,000
| -16% | -$39.4K | ﹤0.01% | 1032 |
|
|
2014
Q2 | $278K | Sell |
6,335
-276
| -4% | -$12.1K | ﹤0.01% | 869 |
|
|
2014
Q1 | $271K | Buy |
6,611
+470
| +8% | +$19.3K | ﹤0.01% | 862 |
|
|
2013
Q4 | $256K | Hold |
6,141
| – | – | ﹤0.01% | 753 |
|
|
2013
Q3 | $239K | Sell |
6,141
-23
| -0.4% | -$895 | ﹤0.01% | 693 |
|
|
2013
Q2 | $213K | Buy |
+6,164
| New | +$213K | 0.01% | 665 |
|