EP Wealth Advisors’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 |
-4,252
| Closed | -$208K | – | 1364 |
|
|
2024
Q4 | $208K | Sell |
4,252
-2,609
| -38% | -$127K | ﹤0.01% | 1059 |
|
|
2024
Q3 | $375K | Buy |
6,861
+2,481
| +57% | +$136K | ﹤0.01% | 781 |
|
|
2024
Q2 | $222K | Sell |
4,380
-192
| -4% | -$9.74K | ﹤0.01% | 732 |
|
|
2024
Q1 | $264K | Buy |
+4,572
| New | +$264K | ﹤0.01% | 666 |
|