Glassman Wealth Services’s Sonoco SON Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-68
| Closed | -$3.8K | – | 1576 |
|
2023
Q4 | $3.8K | Sell |
68
-14
| -17% | -$782 | ﹤0.01% | 1154 |
|
2023
Q3 | $4.46K | Buy |
82
+6
| +8% | +$326 | ﹤0.01% | 1103 |
|
2023
Q2 | $4.49K | Hold |
76
| – | – | ﹤0.01% | 1029 |
|
2023
Q1 | $4.64K | Hold |
76
| – | – | ﹤0.01% | 1021 |
|
2022
Q4 | $4.61K | Sell |
76
-5
| -6% | -$304 | ﹤0.01% | 1036 |
|
2022
Q3 | $5K | Hold |
81
| – | – | ﹤0.01% | 1008 |
|
2022
Q2 | $5K | Buy |
81
+55
| +212% | +$3.4K | ﹤0.01% | 1022 |
|
2022
Q1 | $2K | Hold |
26
| – | – | ﹤0.01% | 1267 |
|
2021
Q4 | $2K | Buy |
26
+13
| +100% | +$1K | ﹤0.01% | 1243 |
|
2021
Q3 | $1K | Buy |
13
+8
| +160% | +$615 | ﹤0.01% | 1460 |
|
2021
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 1629 |
|
2021
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 1617 |
|
2020
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 1505 |
|
2020
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 1483 |
|
2020
Q2 | $0 | Sell |
5
-4
| -44% | – | ﹤0.01% | 1506 |
|
2020
Q1 | $0 | Buy |
+9
| New | – | ﹤0.01% | 1529 |
|