Douglas C. Lane & Associates’s Sonoco SON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-7,419
| Closed | -$318K | – | 245 |
|
|
2015
Q2 | $318K | Hold |
7,419
| – | – | 0.01% | 196 |
|
|
2015
Q1 | $337K | Hold |
7,419
| – | – | 0.01% | 193 |
|
|
2014
Q4 | $324K | Sell |
7,419
-1,247
| -14% | -$54.5K | 0.01% | 194 |
|
|
2014
Q3 | $340K | Sell |
8,666
-1,424
| -14% | -$55.9K | 0.01% | 184 |
|
|
2014
Q2 | $443K | Sell |
10,090
-8,091
| -45% | -$355K | 0.01% | 165 |
|
|
2014
Q1 | $746K | Sell |
18,181
-13,994
| -43% | -$574K | 0.02% | 147 |
|
|
2013
Q4 | $1.34M | Sell |
32,175
-46,863
| -59% | -$1.95M | 0.04% | 132 |
|
|
2013
Q3 | $3.08M | Sell |
79,038
-13,790
| -15% | -$537K | 0.11% | 117 |
|
|
2013
Q2 | $3.21M | Buy |
+92,828
| New | +$3.21M | 0.13% | 113 |
|