FinTrust Capital Advisors’s Sonoco SON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $79K | Sell |
1,447
-609
| -30% | -$31.9K | 0.01% | 479 |
|
|
2024
Q2 | $104K | Buy |
2,056
+1,566
| +320% | +$90.5K | 0.02% | 399 |
|
|
2024
Q1 | $28.3K | Buy |
490
+216
| +79% | +$12.3K | 0.01% | 667 |
|
|
2023
Q4 | $15.3K | Hold |
274
| – | – | ﹤0.01% | 750 |
|
|
2023
Q3 | $14.9K | Hold |
274
| – | – | ﹤0.01% | 713 |
|
|
2023
Q2 | $16.6K | Hold |
274
| – | – | ﹤0.01% | 687 |
|
|
2023
Q1 | $16.6K | Hold |
274
| – | – | ﹤0.01% | 685 |
|
|
2022
Q4 | $16.6K | Sell |
274
-239
| -47% | -$14.4K | ﹤0.01% | 682 |
|
|
2022
Q3 | $32K | Hold |
513
| – | – | 0.01% | 607 |
|
|
2022
Q2 | $32K | Hold |
513
| – | – | 0.01% | 612 |
|
|
2022
Q1 | $32K | Sell |
513
-344
| -40% | -$19.9K | 0.01% | 647 |
|
|
2021
Q4 | $50K | Sell |
857
-1,946
| -69% | -$116K | 0.01% | 552 |
|
|
2021
Q3 | $167K | Sell |
2,803
-15
| -0.5% | -$960 | 0.04% | 306 |
|
|
2021
Q2 | $189K | Buy |
2,818
+462
| +20% | +$30.7K | 0.05% | 289 |
|
|
2021
Q1 | $149K | Buy |
2,356
+1,642
| +230% | +$100K | 0.04% | 323 |
|
|
2020
Q4 | $42K | Hold |
714
| – | – | 0.01% | 528 |
|
|
2020
Q3 | $36 | Hold |
714
| – | – | 0.01% | 552 |
|
|
2020
Q2 | $37K | Hold |
714
| – | – | 0.01% | 540 |
|
|
2020
Q1 | $33K | Sell |
714
-1,074
| -60% | -$57.3K | 0.02% | 524 |
|
|
2019
Q4 | $110K | Sell |
1,788
-140
| -7% | -$8.28K | 0.04% | 309 |
|
|
2019
Q3 | $112K | Buy |
1,928
+1,249
| +184% | +$74.4K | 0.05% | 319 |
|
|
2019
Q2 | $45K | Buy |
679
+514
| +312% | +$32.5K | 0.02% | 436 |
|
|
2019
Q1 | $10K | Sell |
165
-514
| -76% | -$29.6K | ﹤0.01% | 782 |
|
|
2018
Q4 | $36K | Buy |
+679
| New | +$37.3K | 0.02% | 452 |
|