D.B. Root & Company’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 | Sell |
15,339
-508
| -3% | -$22.1K | 0.2% | 85 |
|
|
2025
Q1 | $749K | Sell |
15,847
-199
| -1% | -$9.4K | 0.24% | 77 |
|
|
2024
Q4 | $784K | Buy |
16,046
+1,465
| +10% | +$71.6K | 0.25% | 76 |
|
|
2024
Q3 | $797K | Buy |
14,581
+2,103
| +17% | +$115K | 0.26% | 73 |
|
|
2024
Q2 | $633K | Buy |
12,478
+708
| +6% | +$35.9K | 0.22% | 86 |
|
|
2024
Q1 | $681K | Sell |
11,770
-600
| -5% | -$34.7K | 0.23% | 95 |
|
|
2023
Q4 | $691K | Buy |
12,370
+1,390
| +13% | +$77.7K | 0.25% | 95 |
|
|
2023
Q3 | $597K | Buy |
10,980
+1,700
| +18% | +$92.4K | 0.23% | 102 |
|
|
2023
Q2 | $548K | Hold |
9,280
| – | – | 0.21% | 106 |
|
|
2023
Q1 | $566K | Buy |
+9,280
| New | +$566K | 0.22% | 102 |
|