Geneos 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $125K | Hold |
2,310
| – | – | ﹤0.01% | 1106 |
|
|
2025
Q4 | $101K | Sell |
2,310
-147
| -6% | -$6.09K | ﹤0.01% | 1147 |
|
|
2025
Q3 | $106K | Sell |
2,457
-573
| -19% | -$26.5K | ﹤0.01% | 1103 |
|
|
2025
Q2 | $132K | Buy |
3,030
+457
| +18% | +$20.4K | ﹤0.01% | 1140 |
|
|
2025
Q1 | $122K | Buy |
2,573
+1,133
| +79% | +$53.6K | ﹤0.01% | 1457 |
|
|
2024
Q4 | $70.3K | Sell |
1,440
-152
| -10% | -$7.85K | ﹤0.01% | 1188 |
|
|
2024
Q3 | $87K | Buy |
1,592
+1,492
| +1,492% | +$78.1K | ﹤0.01% | 1006 |
|
|
2024
Q2 | $5.07K | Sell |
100
-13
| -12% | -$751 | ﹤0.01% | 1723 |
|
|
2024
Q1 | $6.54K | Buy |
113
+13
| +13% | +$742 | ﹤0.01% | 1654 |
|
|
2023
Q4 | $5.59K | Hold |
100
| – | – | ﹤0.01% | 1701 |
|
|
2023
Q3 | $5.43K | Hold |
100
| – | – | ﹤0.01% | 1724 |
|
|
2023
Q2 | $5.9K | Hold |
100
| – | – | ﹤0.01% | 1701 |
|
|
2023
Q1 | $6.1K | Hold |
100
| – | – | ﹤0.01% | 1682 |
|
|
2022
Q4 | $6.07K | Buy |
+100
| New | +$6.01K | ﹤0.01% | 1660 |
|
|
2022
Q1 | – | Sell |
-160
| Closed | -$9K | – | 2963 |
|
|
2021
Q4 | $9K | Buy |
+160
| New | +$9.56K | ﹤0.01% | 2232 |
|
|
2021
Q3 | – | Sell |
-100
| Closed | -$6K | – | 2900 |
|
|
2021
Q2 | $6K | Sell |
100
-451
| -82% | -$29.9K | ﹤0.01% | 2410 |
|
|
2021
Q1 | $36K | Hold |
551
| – | – | ﹤0.01% | 1800 |
|
|
2020
Q4 | $34K | Hold |
551
| – | – | ﹤0.01% | 1650 |
|
|
2020
Q3 | $27K | Hold |
551
| – | – | ﹤0.01% | 1517 |
|
|
2020
Q2 | $27K | Sell |
551
-12
| -2% | -$594 | ﹤0.01% | 1496 |
|
|
2020
Q1 | $23K | Sell |
563
-657
| -54% | -$35K | ﹤0.01% | 1454 |
|
|
2019
Q4 | $74K | Buy |
1,220
+657
| +117% | +$38.9K | ﹤0.01% | 1068 |
|
|
2019
Q3 | $32K | Hold |
563
| – | – | ﹤0.01% | 1397 |
|
|
2019
Q2 | $36K | Hold |
563
| – | – | ﹤0.01% | 1356 |
|
|
2019
Q1 | $34K | Buy |
563
+12
| +2% | +$690 | ﹤0.01% | 1333 |
|
|
2018
Q4 | $28K | Hold |
551
| – | – | ﹤0.01% | 1357 |
|
|
2018
Q3 | $30K | Hold |
551
| – | – | ﹤0.01% | 1409 |
|
|
2018
Q2 | $28K | Hold |
551
| – | – | ﹤0.01% | 1316 |
|
|
2018
Q1 | $26K | Hold |
551
| – | – | ﹤0.01% | 1284 |
|
|
2017
Q4 | $29K | Hold |
551
| – | – | ﹤0.01% | 1250 |
|
|
2017
Q3 | $27K | Hold |
551
| – | – | ﹤0.01% | 1210 |
|
|
2017
Q2 | $28K | Hold |
551
| – | – | ﹤0.01% | 1146 |
|
|
2017
Q1 | $29K | Hold |
551
| – | – | ﹤0.01% | 1105 |
|
|
2016
Q4 | $29K | Hold |
551
| – | – | ﹤0.01% | 1036 |
|
|
2016
Q3 | $29K | Hold |
551
| – | – | ﹤0.01% | 1000 |
|
|
2016
Q2 | $27K | Hold |
551
| – | – | ﹤0.01% | 1022 |
|
|
2016
Q1 | $26K | Buy |
+551
| New | +$23.4K | ﹤0.01% | 1014 |
|
Other funds holding SON
VPM
VCM
