First Affirmative Financial Network’s Sonoco SON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,974
| Closed | -$217K | – | 294 |
|
|
2024
Q3 | $217K | Sell |
3,974
-306
| -7% | -$16.7K | 0.12% | 237 |
|
|
2024
Q2 | $217K | Sell |
4,280
-28
| -0.6% | -$1.42K | 0.15% | 209 |
|
|
2024
Q1 | $249K | Sell |
4,308
-90
| -2% | -$5.21K | 0.18% | 184 |
|
|
2023
Q4 | $246K | Buy |
4,398
+164
| +4% | +$9.16K | 0.2% | 175 |
|
|
2023
Q3 | $230K | Buy |
4,234
+12
| +0.3% | +$652 | 0.23% | 158 |
|
|
2023
Q2 | $249K | Buy |
4,222
+170
| +4% | +$10K | 0.25% | 133 |
|
|
2023
Q1 | $247K | Buy |
4,052
+137
| +3% | +$8.36K | 0.29% | 109 |
|
|
2022
Q4 | $238K | Sell |
3,915
-107
| -3% | -$6.5K | 0.29% | 114 |
|
|
2022
Q3 | $228K | Sell |
4,022
-119
| -3% | -$6.75K | 0.29% | 105 |
|
|
2022
Q2 | $236K | Sell |
4,141
-221
| -5% | -$12.6K | 0.27% | 113 |
|
|
2022
Q1 | $273K | Buy |
4,362
+141
| +3% | +$8.83K | 0.26% | 118 |
|
|
2021
Q4 | $244K | Buy |
4,221
+235
| +6% | +$13.6K | 0.22% | 132 |
|
|
2021
Q3 | $238K | Buy |
+3,986
| New | +$238K | 0.25% | 127 |
|