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 | – | 849 |
|
|
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 | 0.03% | 191 |
|
Other funds holding SON
Focused Wealth Management's SON Position: Q1 2024 in Review
Focused Wealth Management sold out of Sonoco (SON) in Q1 2024, closing a stake of 924 shares — an estimated $51.6K sold.
Focused Wealth Management first reported a position in SON in Q3 2013 and held it in 42 quarters. The position peaked at $62K in Q2 2021. 468 funds tracked by Wall St. Rank hold SON as of Q1 2024.
- Focused Wealth Management reported no remaining Sonoco position as of Q1 2024 after selling out during the quarter.
- Focused Wealth Management sold 924 Sonoco shares in Q1 2024, an estimated $51.6K.
- Focused Wealth Management first reported a position in Sonoco in Q3 2013 and held it in 42 quarters.
- Focused Wealth Management's Sonoco position peaked at $62K in Q2 2021.
- 468 funds tracked by Wall St. Rank held Sonoco as of Q1 2024.
Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.