Heron Financial Group’s Sonoco SON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $714K | Buy |
12,092
+290
| +2% | +$17.1K | 0.38% | 60 |
|
|
2023
Q1 | $720K | Buy |
11,802
+1,165
| +11% | +$71.1K | 0.4% | 58 |
|
|
2022
Q4 | $626K | Buy |
10,637
+131
| +1% | +$7.71K | 0.42% | 53 |
|
|
2022
Q3 | $596K | Buy |
10,506
+120
| +1% | +$6.81K | 0.37% | 59 |
|
|
2022
Q2 | $592K | Buy |
10,386
+70
| +0.7% | +$3.99K | 0.36% | 63 |
|
|
2022
Q1 | $645K | Buy |
10,316
+248
| +2% | +$15.5K | 0.34% | 67 |
|
|
2021
Q4 | $581K | Sell |
10,068
-1,371
| -12% | -$79.1K | 0.31% | 73 |
|
|
2021
Q3 | $682K | Buy |
11,439
+615
| +6% | +$36.7K | 0.38% | 57 |
|
|
2021
Q2 | $724K | Buy |
10,824
+442
| +4% | +$29.6K | 0.41% | 55 |
|
|
2021
Q1 | $664K | Sell |
10,382
-904
| -8% | -$57.8K | 0.4% | 57 |
|
|
2020
Q4 | $695K | Buy |
11,286
+285
| +3% | +$17.6K | 0.48% | 53 |
|
|
2020
Q3 | $578K | Buy |
11,001
+4,917
| +81% | +$258K | 0.46% | 56 |
|
|
2020
Q2 | $313K | Buy |
+6,084
| New | +$313K | 0.28% | 83 |
|