Gradient Investments’s Sonoco SON Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-1,135
| Closed | -$57.5K | – | 1130 |
|
2024
Q2 | $57.5K | Buy |
+1,135
| New | +$57.5K | ﹤0.01% | 478 |
|
2023
Q2 | – | Sell |
-59
| Closed | -$3.62K | – | 1870 |
|
2023
Q1 | $3.62K | Hold |
59
| – | – | ﹤0.01% | 1010 |
|
2022
Q4 | $3.6K | Hold |
59
| – | – | ﹤0.01% | 989 |
|
2022
Q3 | $3K | Hold |
59
| – | – | ﹤0.01% | 1087 |
|
2022
Q2 | $3K | Hold |
59
| – | – | ﹤0.01% | 1003 |
|
2022
Q1 | $4K | Buy |
+59
| New | +$4K | ﹤0.01% | 940 |
|
2021
Q1 | – | Sell |
-79
| Closed | -$4K | – | 1274 |
|
2020
Q4 | $4K | Hold |
79
| – | – | ﹤0.01% | 860 |
|
2020
Q3 | $4K | Hold |
79
| – | – | ﹤0.01% | 866 |
|
2020
Q2 | $4K | Sell |
79
-709
| -90% | -$35.9K | ﹤0.01% | 795 |
|
2020
Q1 | $37K | Hold |
788
| – | – | ﹤0.01% | 402 |
|
2019
Q4 | $49K | Buy |
+788
| New | +$49K | ﹤0.01% | 405 |
|
2018
Q4 | – | Sell |
-55
| Closed | -$3K | – | 1075 |
|
2018
Q3 | $3K | Hold |
55
| – | – | ﹤0.01% | 815 |
|
2018
Q2 | $3K | Hold |
55
| – | – | ﹤0.01% | 784 |
|
2018
Q1 | $3K | Hold |
55
| – | – | ﹤0.01% | 791 |
|
2017
Q4 | $3K | Buy |
+55
| New | +$3K | ﹤0.01% | 770 |
|
2016
Q2 | – | Sell |
-94
| Closed | -$5K | – | 788 |
|
2016
Q1 | $5K | Hold |
94
| – | – | ﹤0.01% | 536 |
|
2015
Q4 | $4K | Sell |
94
-450
| -83% | -$19.1K | ﹤0.01% | 530 |
|
2015
Q3 | $21K | Sell |
544
-80,026
| -99% | -$3.09M | ﹤0.01% | 307 |
|
2015
Q2 | $3.45M | Buy |
+80,570
| New | +$3.45M | 0.47% | 65 |
|