Disciplined Investments’s Sonoco SON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-870
| Closed | -$51.3K | – | 1335 |
|
|
2023
Q2 | $51.3K | Hold |
870
| – | – | 0.03% | 197 |
|
|
2023
Q1 | $53.1K | Hold |
870
| – | – | 0.02% | 215 |
|
|
2022
Q4 | $52.8K | Sell |
870
-4
| -0.5% | -$243 | 0.03% | 194 |
|
|
2022
Q3 | $50K | Buy |
874
+2
| +0.2% | +$114 | 0.02% | 219 |
|
|
2022
Q2 | $50K | Buy |
872
+3
| +0.3% | +$172 | 0.02% | 216 |
|
|
2022
Q1 | $54K | Buy |
869
+19
| +2% | +$1.18K | 0.02% | 214 |
|
|
2021
Q4 | $49K | Hold |
850
| – | – | 0.02% | 210 |
|
|
2021
Q3 | $51K | Hold |
850
| – | – | 0.02% | 197 |
|
|
2021
Q2 | $57K | Hold |
850
| – | – | 0.03% | 189 |
|
|
2021
Q1 | $54K | Hold |
850
| – | – | 0.03% | 178 |
|
|
2020
Q4 | $50K | Hold |
850
| – | – | 0.03% | 152 |
|
|
2020
Q3 | $43K | Hold |
850
| – | – | 0.03% | 169 |
|
|
2020
Q2 | $44K | Hold |
850
| – | – | 0.03% | 171 |
|
|
2020
Q1 | $39K | Hold |
850
| – | – | 0.04% | 171 |
|
|
2019
Q4 | $52K | Buy |
+850
| New | +$52K | 0.04% | 162 |
|