Guardian Wealth Management’s Sonoco SON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,210
| Closed | -$57.2K | – | 186 |
|
|
2025
Q1 | $57.2K | Buy |
1,210
+4
| +0.3% | +$189 | 0.04% | 98 |
|
|
2024
Q4 | $58.9K | Buy |
1,206
+4
| +0.3% | +$195 | 0.04% | 109 |
|
|
2024
Q3 | $65.7K | Sell |
1,202
-182
| -13% | -$9.94K | 0.05% | 105 |
|
|
2024
Q2 | $70.2K | Buy |
1,384
+4
| +0.3% | +$203 | 0.05% | 98 |
|
|
2024
Q1 | $79.8K | Sell |
1,380
-108
| -7% | -$6.25K | 0.06% | 94 |
|
|
2023
Q4 | $83.2K | Sell |
1,488
-384
| -21% | -$21.5K | 0.07% | 90 |
|
|
2023
Q3 | $102K | Sell |
1,872
-57
| -3% | -$3.1K | 0.1% | 86 |
|
|
2023
Q2 | $114K | Buy |
1,929
+7
| +0.4% | +$413 | 0.1% | 78 |
|
|
2023
Q1 | $117K | Buy |
1,922
+3
| +0.2% | +$183 | 0.11% | 81 |
|
|
2022
Q4 | $117K | Sell |
1,919
-97
| -5% | -$5.89K | 0.11% | 85 |
|
|
2022
Q3 | $114K | Buy |
2,016
+2
| +0.1% | +$113 | 0.13% | 82 |
|
|
2022
Q2 | $115K | Buy |
2,014
+14
| +0.7% | +$799 | 0.12% | 82 |
|
|
2022
Q1 | $125K | Buy |
2,000
+9
| +0.5% | +$563 | 0.12% | 87 |
|
|
2021
Q4 | $115K | Buy |
+1,991
| New | +$115K | 0.11% | 82 |
|