GoalVest Advisory’s Sonoco SON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Buy |
26,391
+805
| +3% | +$35.1K | 0.28% | 69 |
|
|
2025
Q1 | $1.21M | Buy |
25,586
+7,672
| +43% | +$362K | 0.33% | 61 |
|
|
2024
Q4 | $875K | Sell |
17,914
-2,971
| -14% | -$145K | 0.24% | 70 |
|
|
2024
Q3 | $1.14M | Buy |
20,885
+1,624
| +8% | +$88.7K | 0.33% | 58 |
|
|
2024
Q2 | $977K | Sell |
19,261
-640
| -3% | -$32.5K | 0.31% | 60 |
|
|
2024
Q1 | $1.15M | Buy |
19,901
+1,336
| +7% | +$77.3K | 0.38% | 51 |
|
|
2023
Q4 | $1.04M | Buy |
18,565
+2,545
| +16% | +$142K | 0.46% | 37 |
|
|
2023
Q3 | $871K | Buy |
16,020
+948
| +6% | +$51.5K | 0.44% | 43 |
|
|
2023
Q2 | $890K | Sell |
15,072
-6,644
| -31% | -$392K | 0.46% | 42 |
|
|
2023
Q1 | $1.32M | Buy |
21,716
+2,092
| +11% | +$128K | 0.78% | 24 |
|
|
2022
Q4 | $1.19M | Buy |
19,624
+1,920
| +11% | +$117K | 0.77% | 30 |
|
|
2022
Q3 | $1M | Buy |
17,704
+3,257
| +23% | +$185K | 0.7% | 36 |
|
|
2022
Q2 | $830K | Buy |
14,447
+14,267
| +7,926% | +$820K | 0.53% | 59 |
|
|
2022
Q1 | $11K | Buy |
+180
| New | +$11K | 0.01% | 235 |
|