First Personal Financial Services’s Sonoco SON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-45
| Closed | -$3K | – | 368 |
|
|
2021
Q4 | $3K | Buy |
+45
| New | +$3K | ﹤0.01% | 325 |
|
|
2020
Q1 | – | Sell |
-1,294
| Closed | -$80K | – | 488 |
|
|
2019
Q4 | $80K | Hold |
1,294
| – | – | 0.03% | 170 |
|
|
2019
Q3 | $75K | Hold |
1,294
| – | – | 0.02% | 205 |
|
|
2019
Q2 | $85K | Sell |
1,294
-850
| -40% | -$55.8K | 0.02% | 222 |
|
|
2019
Q1 | $132K | Hold |
2,144
| – | – | 0.04% | 184 |
|
|
2018
Q4 | $114K | Hold |
2,144
| – | – | 0.04% | 190 |
|
|
2018
Q3 | $119K | Hold |
2,144
| – | – | 0.04% | 196 |
|
|
2018
Q2 | $113K | Sell |
2,144
-46
| -2% | -$2.42K | 0.04% | 203 |
|
|
2018
Q1 | $106K | Buy |
2,190
+8
| +0.4% | +$387 | 0.02% | 294 |
|
|
2017
Q4 | $116K | Buy |
2,182
+1,532
| +236% | +$81.4K | 0.02% | 315 |
|
|
2017
Q3 | $33K | Hold |
650
| – | – | 0.01% | 500 |
|
|
2017
Q2 | $33K | Hold |
650
| – | – | 0.01% | 493 |
|
|
2017
Q1 | $34K | Hold |
650
| – | – | 0.01% | 470 |
|
|
2016
Q4 | $34K | Hold |
650
| – | – | 0.01% | 447 |
|
|
2016
Q3 | $34K | Sell |
650
-36
| -5% | -$1.88K | 0.01% | 345 |
|
|
2016
Q2 | $34K | Buy |
686
+86
| +14% | +$4.26K | 0.01% | 335 |
|
|
2016
Q1 | $29K | Hold |
600
| – | – | 0.01% | 216 |
|
|
2015
Q4 | $25K | Hold |
600
| – | – | 0.01% | 231 |
|
|
2015
Q3 | $23K | Hold |
600
| – | – | 0.01% | 221 |
|
|
2015
Q2 | $26K | Hold |
600
| – | – | 0.02% | 209 |
|
|
2015
Q1 | $28K | Hold |
600
| – | – | 0.02% | 203 |
|
|
2014
Q4 | $26K | Buy |
+600
| New | +$26K | 0.02% | 192 |
|