Focused Wealth Management’s Sonoco SON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-924
| Closed | -$51.6K | – | 855 |
|
|
2023
Q4 | $51.6K | Hold |
924
| – | – | 0.01% | 303 |
|
|
2023
Q3 | $50.2K | Hold |
924
| – | – | 0.01% | 292 |
|
|
2023
Q2 | $54.5K | Hold |
924
| – | – | 0.01% | 291 |
|
|
2023
Q1 | $56.4K | Hold |
924
| – | – | 0.01% | 287 |
|
|
2022
Q4 | $56.1K | Hold |
924
| – | – | 0.01% | 290 |
|
|
2022
Q3 | $52K | Hold |
924
| – | – | 0.01% | 274 |
|
|
2022
Q2 | $53K | Hold |
924
| – | – | 0.01% | 284 |
|
|
2022
Q1 | $58K | Hold |
924
| – | – | 0.01% | 295 |
|
|
2021
Q4 | $53K | Hold |
924
| – | – | 0.01% | 359 |
|
|
2021
Q3 | $55K | Hold |
924
| – | – | 0.01% | 372 |
|
|
2021
Q2 | $62K | Hold |
924
| – | – | 0.01% | 353 |
|
|
2021
Q1 | $58K | Hold |
924
| – | – | 0.01% | 351 |
|
|
2020
Q4 | $55K | Hold |
924
| – | – | 0.01% | 349 |
|
|
2020
Q3 | $47K | Hold |
924
| – | – | 0.01% | 331 |
|
|
2020
Q2 | $48K | Hold |
924
| – | – | 0.01% | 310 |
|
|
2020
Q1 | $43K | Hold |
924
| – | – | 0.01% | 300 |
|
|
2019
Q4 | $57K | Hold |
924
| – | – | 0.01% | 305 |
|
|
2019
Q3 | $54K | Hold |
924
| – | – | 0.01% | 299 |
|
|
2019
Q2 | $60K | Hold |
924
| – | – | 0.02% | 304 |
|
|
2019
Q1 | $57K | Hold |
924
| – | – | 0.02% | 279 |
|
|
2018
Q4 | $49K | Hold |
924
| – | – | 0.02% | 301 |
|
|
2018
Q3 | $51K | Hold |
924
| – | – | 0.02% | 295 |
|
|
2018
Q2 | $49K | Hold |
924
| – | – | 0.02% | 283 |
|
|
2018
Q1 | $45K | Hold |
924
| – | – | 0.01% | 306 |
|
|
2017
Q4 | $49K | Hold |
924
| – | – | 0.02% | 302 |
|
|
2017
Q3 | $47K | Hold |
924
| – | – | 0.02% | 239 |
|
|
2017
Q2 | $48K | Hold |
924
| – | – | 0.02% | 286 |
|
|
2017
Q1 | $49K | Hold |
924
| – | – | 0.02% | 282 |
|
|
2016
Q4 | $49K | Hold |
924
| – | – | 0.02% | 273 |
|
|
2016
Q3 | $49K | Hold |
924
| – | – | 0.02% | 273 |
|
|
2016
Q2 | $46K | Hold |
924
| – | – | 0.02% | 267 |
|
|
2016
Q1 | $45K | Hold |
924
| – | – | 0.02% | 204 |
|
|
2015
Q4 | $38K | Hold |
924
| – | – | 0.02% | 244 |
|
|
2015
Q3 | $35K | Hold |
924
| – | – | 0.02% | 232 |
|
|
2015
Q2 | $40K | Hold |
924
| – | – | 0.02% | 234 |
|
|
2015
Q1 | $42K | Hold |
924
| – | – | 0.03% | 225 |
|
|
2014
Q4 | $40K | Hold |
924
| – | – | 0.03% | 216 |
|
|
2014
Q3 | $36K | Hold |
924
| – | – | 0.03% | 236 |
|
|
2014
Q2 | $41K | Hold |
924
| – | – | 0.03% | 208 |
|
|
2014
Q1 | $38K | Hold |
924
| – | – | 0.03% | 198 |
|
|
2013
Q4 | $39K | Hold |
924
| – | – | 0.03% | 192 |
|
|
2013
Q3 | $36K | Buy |
+924
| New | +$35.1K | 0.04% | 191 |
|
Other funds holding SON
