Envestnet Portfolio Solutions’s Sonoco SON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,227
| Closed | -$207K | – | 1753 |
|
|
2024
Q4 | $207K | Sell |
4,227
-128
| -3% | -$6.25K | ﹤0.01% | 1679 |
|
|
2024
Q3 | $238K | Buy |
4,355
+298
| +7% | +$16.3K | ﹤0.01% | 1555 |
|
|
2024
Q2 | $206K | Sell |
4,057
-1,068
| -21% | -$54.2K | ﹤0.01% | 1582 |
|
|
2024
Q1 | $296K | Buy |
5,125
+1,333
| +35% | +$77.1K | ﹤0.01% | 1365 |
|
|
2023
Q4 | $212K | Sell |
3,792
-10
| -0.3% | -$559 | ﹤0.01% | 1470 |
|
|
2023
Q3 | $207K | Buy |
+3,802
| New | +$207K | ﹤0.01% | 1421 |
|