Financial Engines Advisors’s Sonoco SON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $970K | Sell |
17,934
-7,201
| -29% | -$371K | ﹤0.01% | 308 |
|
|
2025
Q4 | $1.1M | Sell |
25,135
-1,402
| -5% | -$58K | ﹤0.01% | 303 |
|
|
2025
Q3 | $1.14M | Buy |
26,537
+2,312
| +10% | +$107K | ﹤0.01% | 290 |
|
|
2025
Q2 | $1.05M | Buy |
24,225
+6,873
| +40% | +$307K | ﹤0.01% | 289 |
|
|
2025
Q1 | $820K | Buy |
17,352
+852
| +5% | +$40.3K | ﹤0.01% | 277 |
|
|
2024
Q4 | $806K | Sell |
16,500
-5,683
| -26% | -$293K | ﹤0.01% | 281 |
|
|
2024
Q3 | $1.21M | Buy |
22,183
+7,794
| +54% | +$408K | ﹤0.01% | 217 |
|
|
2024
Q2 | $730K | Sell |
14,389
-1,492
| -9% | -$86.2K | ﹤0.01% | 230 |
|
|
2024
Q1 | $919K | Buy |
15,881
+1,102
| +7% | +$62.9K | ﹤0.01% | 205 |
|
|
2023
Q4 | $826K | Sell |
14,779
-12,821
| -46% | -$695K | ﹤0.01% | 192 |
|
|
2023
Q3 | $1.5M | Buy |
27,600
+12,661
| +85% | +$717K | ﹤0.01% | 144 |
|
|
2023
Q2 | $882K | Sell |
14,939
-2,226
| -13% | -$134K | ﹤0.01% | 179 |
|
|
2023
Q1 | $1.05M | Buy |
17,165
+3,154
| +23% | +$187K | ﹤0.01% | 174 |
|
|
2022
Q4 | $851K | Sell |
14,011
-445
| -3% | -$26.7K | ﹤0.01% | 182 |
|
|
2022
Q3 | $820K | Sell |
14,456
-1,121
| -7% | -$68.9K | ﹤0.01% | 169 |
|
|
2022
Q2 | $888K | Buy |
15,577
+1,600
| +11% | +$95.1K | ﹤0.01% | 165 |
|
|
2022
Q1 | $874K | Sell |
13,977
-891
| -6% | -$51.6K | ﹤0.01% | 170 |
|
|
2021
Q4 | $861K | Sell |
14,868
-534
| -3% | -$31.9K | ﹤0.01% | 129 |
|
|
2021
Q3 | $917K | Buy |
+15,402
| New | +$985K | ﹤0.01% | 124 |
|
|
2021
Q2 | – | Sell |
-16,141
| Closed | -$1.02M | – | 255 |
|
|
2021
Q1 | $1.02M | Buy |
16,141
+311
| +2% | +$19K | ﹤0.01% | 115 |
|
|
2020
Q4 | $938K | Buy |
15,830
+2,641
| +20% | +$148K | ﹤0.01% | 114 |
|
|
2020
Q3 | $674K | Sell |
13,189
-428
| -3% | -$22.6K | ﹤0.01% | 140 |
|
|
2020
Q2 | $712K | Sell |
13,617
-877
| -6% | -$43.4K | ﹤0.01% | 116 |
|
|
2020
Q1 | $672K | Sell |
14,494
-2,971
| -17% | -$158K | ﹤0.01% | 106 |
|
|
2019
Q4 | $1.08M | Buy |
17,465
+4,997
| +40% | +$296K | 0.01% | 93 |
|
|
2019
Q3 | $726K | Sell |
12,468
-3,500
| -22% | -$208K | ﹤0.01% | 93 |
|
|
2019
Q2 | $1.04M | Buy |
15,968
+895
| +6% | +$56.5K | 0.01% | 80 |
|
|
2019
Q1 | $927K | Sell |
15,073
-4,597
| -23% | -$264K | 0.01% | 80 |
|
|
2018
Q4 | $1.04M | Sell |
19,670
-2,450
| -11% | -$134K | 0.01% | 77 |
|
|
2018
Q3 | $1.23M | Buy |
22,120
+7,691
| +53% | +$428K | 0.02% | 41 |
|
|
2018
Q2 | $758K | Sell |
14,429
-1,723
| -11% | -$88.5K | 0.02% | 45 |
|
|
2018
Q1 | $783K | Sell |
16,152
-5,299
| -25% | -$269K | 0.02% | 43 |
|
|
2017
Q4 | $1.14M | Buy |
21,451
+5,581
| +35% | +$292K | 0.03% | 40 |
|
|
2017
Q3 | $801K | Buy |
15,870
+3,973
| +33% | +$196K | 0.03% | 43 |
|
|
2017
Q2 | $612K | Buy |
11,897
+449
| +4% | +$23.1K | 0.03% | 39 |
|
|
2017
Q1 | $606K | Buy |
11,448
+40
| +0.4% | +$2.15K | 0.03% | 40 |
|
|
2016
Q4 | $601K | Sell |
11,408
-475
| -4% | -$24.8K | 0.03% | 43 |
|
|
2016
Q3 | $628K | Buy |
11,883
+505
| +4% | +$26K | 0.5% | 32 |
|
|
2016
Q2 | $565K | Sell |
11,378
-1,563
| -12% | -$74.2K | 0.47% | 32 |
|
|
2016
Q1 | $629K | Sell |
12,941
-2,323
| -15% | -$98.8K | 0.52% | 27 |
|
|
2015
Q4 | $624K | Sell |
15,264
-6,941
| -31% | -$289K | 0.5% | 32 |
|
|
2015
Q3 | $838K | Buy |
22,205
+8,224
| +59% | +$334K | 0.59% | 27 |
|
|
2015
Q2 | $599K | Sell |
13,981
-1,291
| -8% | -$58.1K | 0.36% | 37 |
|
|
2015
Q1 | $667K | Sell |
15,272
-4,253
| -22% | -$193K | 0.57% | 30 |
|
|
2014
Q4 | $853K | Sell |
19,525
-14,849
| -43% | -$614K | 0.73% | 29 |
|
|
2014
Q3 | $1.35M | Buy |
34,374
+14,621
| +74% | +$597K | 1.04% | 25 |
|
|
2014
Q2 | $868K | Sell |
19,753
-2,595
| -12% | -$110K | 0.75% | 29 |
|
|
2014
Q1 | $917K | Sell |
22,348
-320
| -1% | -$13.3K | 0.75% | 28 |
|
|
2013
Q4 | $946K | Sell |
22,668
-12,142
| -35% | -$489K | 0.79% | 31 |
|
|
2013
Q3 | $1.36M | Buy |
34,810
+16,127
| +86% | +$613K | 1.13% | 22 |
|
|
2013
Q2 | $646K | Buy |
+18,683
| New | +$652K | 0.56% | 28 |
|
Other funds holding SON
VPM
VCM
