Heritage Wealth Advisors’s Sonoco SON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,625
| Closed | -$94K | – | 557 |
|
|
2021
Q4 | $94K | Hold |
1,625
| – | – | 0.01% | 271 |
|
|
2021
Q3 | $96.8K | Hold |
1,625
| – | – | 0.01% | 256 |
|
|
2021
Q2 | $109K | Buy |
+1,625
| New | +$109K | 0.01% | 252 |
|
|
2021
Q1 | – | Sell |
-150
| Closed | -$9K | – | 591 |
|
|
2020
Q4 | $9K | Buy |
+150
| New | +$9K | ﹤0.01% | 463 |
|