Fulcrum Equity Management’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 |
-3,476
| Closed | -$201K | – | 176 |
|
|
2021
Q4 | $201K | Sell |
3,476
-569
| -14% | -$32.9K | 0.08% | 172 |
|
|
2021
Q3 | $241K | Buy |
4,045
+511
| +14% | +$30.4K | 0.09% | 155 |
|
|
2021
Q2 | $236K | Buy |
3,534
+264
| +8% | +$17.6K | 0.09% | 166 |
|
|
2021
Q1 | $207K | Buy |
+3,270
| New | +$207K | 0.08% | 170 |
|
|
2020
Q4 | – | Sell |
-4,010
| Closed | -$205K | – | 172 |
|
|
2020
Q3 | $205K | Sell |
4,010
-3,320
| -45% | -$170K | 0.1% | 143 |
|
|
2020
Q2 | $383K | Buy |
7,330
+1,337
| +22% | +$69.9K | 0.18% | 102 |
|
|
2020
Q1 | $278K | Sell |
5,993
-894
| -13% | -$41.5K | 0.2% | 36 |
|
|
2019
Q4 | $425K | Buy |
6,887
+17
| +0.2% | +$1.05K | 0.22% | 72 |
|
|
2019
Q3 | $400K | Buy |
6,870
+358
| +5% | +$20.8K | 0.2% | 64 |
|
|
2019
Q2 | $382K | Buy |
6,512
+1,742
| +37% | +$102K | 0.18% | 62 |
|
|
2019
Q1 | $294K | Sell |
4,770
-171
| -3% | -$10.5K | 0.1% | 74 |
|
|
2018
Q4 | $263K | Buy |
+4,941
| New | +$263K | 0.1% | 61 |
|