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Essex Financial Services’s Sonoco SON Stock Holding History

Essex Financial Services’s Portfolio SON Stock Details SON Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-16,408
Closed -$812K – 653
2024
Q2 		$812K Sell
16,408
-71
-0.4% -$3.52K 0.06% 280
2024
Q1 		$953K Buy
16,479
+111
+0.7% +$6.42K 0.09% 216
2023
Q4 		$914K Sell
16,368
-1,240
-7% -$69.3K 0.09% 208
2023
Q3 		$957K Hold
17,608
– – 0.11% 179
2023
Q2 		$1.04M Hold
17,608
– – 0.12% 168
2023
Q1 		$1.07M Hold
17,608
– – 0.11% 173
2022
Q4 		$1.07M Hold
17,608
– – 0.11% 171
2022
Q3 		$999K Hold
17,608
– – 0.12% 160
2022
Q2 		$1M Hold
17,608
– – 0.11% 178
2022
Q1 		$1.1M Sell
17,608
-1,250
-7% -$78.2K 0.11% 192
2021
Q4 		$1.09M Hold
18,858
– – 0.11% 187
2021
Q3 		$1.12M Sell
18,858
-150
-0.8% -$8.94K 0.13% 171
2021
Q2 		$1.2M Hold
19,008
– – 0.17% 125
2021
Q1 		$1.2M Sell
19,008
-3,000
-14% -$190K 0.22% 108
2020
Q4 		$1.3M Buy
22,008
+4,100
+23% +$243K 0.26% 98
2020
Q3 		$915K Buy
17,908
+12,026
+204% +$614K 0.22% 104
2020
Q2 		$308K Sell
5,882
-12,020
-67% -$629K 0.1% 189
2020
Q1 		$830K Sell
17,902
-3,454
-16% -$160K 0.3% 88
2019
Q4 		$1.32M Hold
21,356
– – 0.36% 68
2019
Q3 		$1.24M Hold
21,356
– – 0.4% 69
2019
Q2 		$1.4M Hold
21,356
– – 0.41% 66
2019
Q1 		$1.31M Sell
21,356
-205
-1% -$12.6K 0.4% 65
2018
Q4 		$1.15M Buy
21,561
+462
+2% +$24.6K 0.35% 71
2018
Q3 		$1.17M Hold
21,099
– – 0.26% 87
2018
Q2 		$1.11M Hold
21,099
– – 0.27% 87
2018
Q1 		$1.02M Sell
21,099
-550
-3% -$26.7K 0.2% 112
2017
Q4 		$1.15M Hold
21,649
– – 0.27% 84
2017
Q3 		$1.09M Hold
21,649
– – 0.27% 84
2017
Q2 		$1.11M Hold
21,649
– – 0.23% 104
2017
Q1 		$1.15M Hold
21,649
– – 0.26% 95
2016
Q4 		$1.14M Hold
21,649
– – 0.24% 99
2016
Q3 		$1.14M Hold
21,649
– – 0.27% 95
2016
Q2 		$1.08M Hold
21,649
– – 0.26% 96
2016
Q1 		$1.05M Hold
21,649
– – 0.26% 93
2015
Q4 		$885K Hold
21,649
– – 0.21% 115
2015
Q3 		$817K Hold
21,649
– – 0.21% 114
2015
Q2 		$928K Sell
21,649
-3,500
-14% -$150K 0.24% 106
2015
Q1 		$1.14M Hold
25,149
– – 0.29% 88
2014
Q4 		$1.1M Hold
25,149
– – 0.29% 91
2014
Q3 		$988K Hold
25,149
– – 0.3% 80
2014
Q2 		$1.11M Sell
25,149
-1,000
-4% -$43.9K 0.33% 75
2014
Q1 		$1.07M Hold
26,149
– – 0.35% 75
2013
Q4 		$1.09M Buy
+26,149
New +$1.09M 0.37% 68
2013
Q3 		– Sell
-29,149
Closed -$1.01M – 275
2013
Q2 		$1.01M Buy
+29,149
New +$1.01M 0.35% 67